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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 | $212,367 | $157,324+35.0% | $151,098+40.5% | $286,788-25.9% |
| Participation rate | 100.0% | 20.8%+79.2pp | 16.3%+83.7pp | 37.6%+62.4pp |
| Annual return | 5.00% | 10.67%-5.7pp | 11.31%-6.3pp | 9.30%-4.3pp |
| Employer contribution / active EE | $104,853 | $42,039+149.4% | $35,729+193.5% | $43,748+139.7% |
| Participant deferral / active EE | $0 | $141-100.0% | $237-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $21,624-100.0% | $20,124-100.0% | $12,596-100.0% |