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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 | $35,082 | $421,797-91.7% | $339,002-89.7% | $287,034-87.8% |
| Participation rate | 100.0% | 53.8%+46.2pp | 39.1%+60.9pp | 55.9%+44.1pp |
| Annual return | 14.62% | 13.48%+1.1pp | 12.78%+1.8pp | 24.44%-9.8pp |
| Employer contribution / active EE | $3,154 | $49,647-93.6% | $44,816-93.0% | $41,341-92.4% |
| Participant deferral / active EE | $0 | $19-100.0% | $33-100.0% | $55-100.0% |
| Admin fee / account holder | $135 | $1,396-90.3% | $2,002-93.3% | $22,013-99.4% |