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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 | $238,437 | $318,230-25.1% | $306,246-22.1% | $287,034-16.9% |
| Participation rate | 100.0% | 68.8%+31.3pp | 62.9%+37.1pp | 55.9%+44.1pp |
| Annual return | 8.40% | 37.67%-29.3pp | 35.15%-26.8pp | 24.44%-16.0pp |
| Employer contribution / active EE | $66,469 | $48,360+37.4% | $46,389+43.3% | $41,344+60.8% |
| Participant deferral / active EE | $0 | $63-100.0% | $72-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $4,311-100.0% | $4,448-100.0% | $22,013-100.0% |