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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 | $79,132 | $258,827-69.4% | $258,827-69.4% | $422,293-81.3% |
| Participation rate | 100.0% | 21.4%+78.6pp | 19.4%+80.6pp | 34.7%+65.3pp |
| Annual return | 20.12% | 8.39%+11.7pp | 8.60%+11.5pp | 12.28%+7.8pp |
| Employer contribution / active EE | $0 | $28,468-100.0% | $27,075-100.0% | $34,589-100.0% |
| Participant deferral / active EE | $11,920 | $318+3643.4% | $540+2108.2% | $93+12731.8% |
| Admin fee / account holder | $0 | $19,327-100.0% | $19,327-100.0% | $47,656-100.0% |