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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 | $63,182 | $225,449-72.0% | $219,466-71.2% | $237,064-73.3% |
| Participation rate | 87.5% | 50.3%+37.2pp | 44.6%+42.9pp | 45.6%+41.9pp |
| Annual return | 11.74% | 4.17%+7.6pp | 5.00%+6.7pp | 4.16%+7.6pp |
| Employer contribution / active EE | $16,250 | $39,228-58.6% | $35,918-54.8% | $42,918-62.1% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $71 | $13,772-99.5% | $13,204-99.5% | $21,465-99.7% |