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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 | $122,246 | $554,306-77.9% | $112,164+9.0% | $554,306-77.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 98.4%+1.6pp | 84.6%+15.4pp |
| Annual return | 22.06% | 10.47%+11.6pp | 8.76%+13.3pp | 10.47%+11.6pp |
| Employer contribution / active EE | $0 | $25,289-100.0% | $4,033-100.0% | $25,289-100.0% |
| Participant deferral / active EE | $1,000 | $3,690-72.9% | $4,286-76.7% | $3,690-72.9% |
| Admin fee / account holder | $0 | $49,540-100.0% | $2,450-100.0% | $49,540-100.0% |