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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 | $12,126 | $65,696-81.5% | $56,429-78.5% | $147,586-91.8% |
| Participation rate | 75.0% | 85.5%-10.5pp | 80.0%-5.0pp | 82.8%-7.8pp |
| Annual return | 22.01% | 13.32%+8.7pp | 19.04%+3.0pp | 578.59%-556.6pp |
| Employer contribution / active EE | $2,997 | $4,121-27.3% | $3,405-12.0% | $4,876-38.5% |
| Participant deferral / active EE | $5,474 | $4,876+12.3% | $3,951+38.5% | $5,439+0.6% |
| Admin fee / account holder | $25 | $5,947-99.6% | $4,466-99.4% | $10,886-99.8% |