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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 | $29,545 | $254,759-88.4% | $216,567-86.4% | $198,609-85.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 12.00% | 10.04%+2.0pp | 12.94%-0.9pp | 202.70%-190.7pp |
| Employer contribution / active EE | $7,317 | $6,096+20.0% | $5,216+40.3% | $5,055+44.7% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |