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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 | $18,574 | $135,956-86.3% | $123,894-85.0% | $273,972-93.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.11% | 56.63%-48.5pp | 47.52%-39.4pp | 41.46%-33.3pp |
| Employer contribution / active EE | $2,052 | $5,170-60.3% | $4,617-55.5% | $4,869-57.8% |
| Participant deferral / active EE | $5,386 | $6,343-15.1% | $5,984-10.0% | $5,287+1.9% |
| Admin fee / account holder | $138 | $9,817-98.6% | $8,357-98.3% | $10,133-98.6% |