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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 | $16,486 | $135,956-87.9% | $123,894-86.7% | $273,972-94.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.60% | 56.63%-43.0pp | 47.52%-33.9pp | 41.46%-27.9pp |
| Employer contribution / active EE | $1,658 | $5,170-67.9% | $4,617-64.1% | $4,869-65.9% |
| Participant deferral / active EE | $4,449 | $6,343-29.9% | $5,984-25.7% | $5,287-15.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |