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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,029 | $317,758-47.7% | $310,574-46.5% | $330,599-49.8% |
| Participation rate | 100.0% | 62.9%+37.1pp | 57.3%+42.7pp | 43.7%+56.3pp |
| Annual return | 23.50% | 8.10%+15.4pp | 8.04%+15.5pp | 13.05%+10.5pp |
| Employer contribution / active EE | $7,417 | $44,198-83.2% | $42,693-82.6% | $37,664-80.3% |
| Participant deferral / active EE | $24,667 | $35+70436.8% | $66+37196.5% | $48+51548.9% |
| Admin fee / account holder | $0 | $9,260-100.0% | $8,889-100.0% | $31,365-100.0% |