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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 | $64,149 | $258,723-75.2% | $247,553-74.1% | $285,997-77.6% |
| Participation rate | 100.0% | 61.8%+38.2pp | 50.4%+49.6pp | 55.8%+44.2pp |
| Annual return | 6.03% | 34.49%-28.5pp | 32.33%-26.3pp | 24.44%-18.4pp |
| Employer contribution / active EE | $78,500 | $36,001+118.0% | $33,960+131.2% | $41,348+89.9% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $234 | $10,641-97.8% | $10,141-97.7% | $22,013-98.9% |