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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 | $66,416 | $225,449-70.5% | $219,466-69.7% | $237,064-72.0% |
| Participation rate | 85.7% | 50.3%+35.5pp | 44.6%+41.1pp | 45.6%+40.1pp |
| Annual return | 7.46% | 4.17%+3.3pp | 5.00%+2.5pp | 4.16%+3.3pp |
| Employer contribution / active EE | $15,936 | $39,228-59.4% | $35,918-55.6% | $42,918-62.9% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $13,772-100.0% | $13,204-100.0% | $21,465-100.0% |