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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 | $145,344 | $337,865-57.0% | $346,182-58.0% | $254,542-42.9% |
| Participation rate | 100.0% | 56.9%+43.1pp | 52.1%+47.9pp | 47.3%+52.7pp |
| Annual return | 13.19% | 12.82%+0.4pp | 13.48%-0.3pp | 12.16%+1.0pp |
| Employer contribution / active EE | $67,687 | $49,622+36.4% | $47,067+43.8% | $44,747+51.3% |
| Participant deferral / active EE | $0 | $174-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $14,867-100.0% | $14,572-100.0% | $17,640-100.0% |