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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 | $50,871 | $288,797-82.4% | $239,577-78.8% | $382,429-86.7% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 23.14% | -3.30%+26.4pp | -0.70%+23.8pp | 248.85%-225.7pp |
| Employer contribution / active EE | $11,205 | $8,558+30.9% | $7,232+54.9% | $8,036+39.4% |
| Participant deferral / active EE | $13,318 | $6,420+107.4% | $5,676+134.6% | $5,727+132.5% |
| Admin fee / account holder | $0 | $18,649-100.0% | $19,315-100.0% | $30,732-100.0% |