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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 | $24,063 | $181,896-86.8% | $156,551-84.6% | $273,972-91.2% |
| Participation rate | 92.9% | 88.4%+4.5pp | 84.0%+8.8pp | 83.0%+9.8pp |
| Annual return | 5.35% | 30.74%-25.4pp | 32.23%-26.9pp | 41.46%-36.1pp |
| Employer contribution / active EE | $1,993 | $6,248-68.1% | $5,501-63.8% | $4,869-59.1% |
| Participant deferral / active EE | $4,203 | $5,550-24.3% | $4,871-13.7% | $5,287-20.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |