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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 | $23,921 | $239,436-90.0% | $227,282-89.5% | $286,788-91.7% |
| Participation rate | 100.0% | 42.0%+58.0pp | 35.4%+64.6pp | 37.6%+62.4pp |
| Annual return | 6.71% | 10.53%-3.8pp | 10.75%-4.0pp | 9.30%-2.6pp |
| Employer contribution / active EE | $16,579 | $37,410-55.7% | $35,170-52.9% | $43,748-62.1% |
| Participant deferral / active EE | $0 | $82-100.0% | $82-100.0% | $83-100.0% |
| Admin fee / account holder | $39 | $4,800-99.2% | $4,611-99.2% | $12,596-99.7% |