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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 | $53,312 | $340,249-84.3% | $329,695-83.8% | $330,599-83.9% |
| Participation rate | 95.7% | 51.3%+44.3pp | 43.4%+52.2pp | 43.7%+52.0pp |
| Annual return | 10.85% | 10.01%+0.8pp | 9.82%+1.0pp | 13.05%-2.2pp |
| Employer contribution / active EE | $14,707 | $31,912-53.9% | $30,322-51.5% | $37,664-61.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $201 | $60,407-99.7% | $53,840-99.6% | $31,365-99.4% |