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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 | $100,501 | $340,249-70.5% | $329,695-69.5% | $330,599-69.6% |
| Participation rate | 90.9% | 51.3%+39.6pp | 43.4%+47.5pp | 43.7%+47.2pp |
| Annual return | 6.98% | 10.01%-3.0pp | 9.82%-2.8pp | 13.05%-6.1pp |
| Employer contribution / active EE | $35,536 | $31,912+11.4% | $30,322+17.2% | $37,664-5.7% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $60,407-100.0% | $53,840-100.0% | $31,365-100.0% |