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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 | $53,937 | $531,493-89.9% | $108,671-50.4% | $531,493-89.9% |
| Participation rate | 100.0% | 86.9%+13.1pp | 83.6%+16.4pp | 86.9%+13.1pp |
| Annual return | 14.78% | 9.82%+5.0pp | 4.39%+10.4pp | 9.82%+5.0pp |
| Employer contribution / active EE | $0 | $22,221-100.0% | $4,751-100.0% | $22,221-100.0% |
| Participant deferral / active EE | $5,805 | $6,107-5.0% | $4,166+39.4% | $6,107-5.0% |
| Admin fee / account holder | $3 | $42,466-100.0% | $336-99.2% | $42,466-100.0% |