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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 | $21,402 | $223,143-90.4% | $209,859-89.8% | $237,064-91.0% |
| Participation rate | 93.3% | 54.7%+38.6pp | 42.7%+50.7pp | 45.6%+47.7pp |
| Annual return | 5.32% | 4.44%+0.9pp | 4.16%+1.2pp | 4.16%+1.2pp |
| Employer contribution / active EE | $9,933 | $38,002-73.9% | $29,966-66.9% | $42,918-76.9% |
| Participant deferral / active EE | $0 | $147-100.0% | $145-100.0% | $128-100.0% |
| Admin fee / account holder | $8 | $15,395-99.9% | $13,952-99.9% | $21,465-100.0% |