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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 | $79,132 | $134,556-41.2% | $134,556-41.2% | $328,120-75.9% |
| Participation rate | 100.0% | 16.7%+83.3pp | 15.4%+84.6pp | 34.1%+65.9pp |
| Annual return | 20.12% | 8.43%+11.7pp | 8.50%+11.6pp | 13.02%+7.1pp |
| Employer contribution / active EE | $0 | $31,363-100.0% | $29,758-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $11,920 | $236+4950.2% | $538+2114.2% | $62+19220.3% |
| Admin fee / account holder | $0 | $8,606-100.0% | $8,606-100.0% | $39,117-100.0% |