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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 | $12,472 | $135,956-90.8% | $123,894-89.9% | $273,972-95.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.72% | 56.63%-45.9pp | 47.52%-36.8pp | 41.46%-30.7pp |
| Employer contribution / active EE | $2,169 | $5,170-58.0% | $4,617-53.0% | $4,869-55.4% |
| Participant deferral / active EE | $3,738 | $6,343-41.1% | $5,984-37.5% | $5,287-29.3% |
| Admin fee / account holder | $19 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |