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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 | $8,815 | $88,707-90.1% | $74,184-88.1% | $273,972-96.8% |
| Participation rate | 72.7% | 79.4%-6.7pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 11.96% | 11.94%0pp | 17.74%-5.8pp | 41.46%-29.5pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,884 | $4,212-31.5% | $3,550-18.8% | $5,287-45.5% |
| Admin fee / account holder | $267 | $8,717-96.9% | $5,586-95.2% | $10,133-97.4% |