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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 | $31,599 | $227,811-86.1% | $157,677-80.0% | $339,457-90.7% |
| Participation rate | 100.0% | 30.0%+70.0pp | 28.6%+71.4pp | 43.9%+56.1pp |
| Annual return | 11.62% | 8.40%+3.2pp | 8.40%+3.2pp | 13.05%-1.4pp |
| Employer contribution / active EE | $7,552 | $45,866-83.5% | $41,482-81.8% | $37,651-79.9% |
| Participant deferral / active EE | $14,688 | $27+54287.5% | $40+36675.1% | $48+30680.8% |
| Admin fee / account holder | $0 | $479-100.0% | $3,303-100.0% | $31,074-100.0% |