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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 | $32,465 | $116,289-72.1% | $106,128-69.4% | $339,457-90.4% |
| Participation rate | 100.0% | 17.5%+82.5pp | 12.3%+87.7pp | 43.9%+56.1pp |
| Annual return | 17.95% | 3.50%+14.5pp | 5.16%+12.8pp | 13.05%+4.9pp |
| Employer contribution / active EE | $0 | $34,017-100.0% | $26,479-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $92 | $22,109-99.6% | $16,625-99.4% | $31,074-99.7% |