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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 | $29,222 | $181,896-83.9% | $156,551-81.3% | $273,972-89.3% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 15.77% | 30.74%-15.0pp | 32.23%-16.5pp | 41.46%-25.7pp |
| Employer contribution / active EE | $1,949 | $6,248-68.8% | $5,501-64.6% | $4,869-60.0% |
| Participant deferral / active EE | $6,300 | $5,550+13.5% | $4,871+29.3% | $5,287+19.2% |
| Admin fee / account holder | $160 | $15,560-99.0% | $13,028-98.8% | $10,133-98.4% |