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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 | $27,288 | $181,896-85.0% | $156,551-82.6% | $273,972-90.0% |
| Participation rate | 85.0% | 88.4%-3.4pp | 84.0%+1.0pp | 83.0%+2.0pp |
| Annual return | 6.88% | 30.74%-23.9pp | 32.23%-25.3pp | 41.46%-34.6pp |
| Employer contribution / active EE | $2,141 | $6,248-65.7% | $5,501-61.1% | $4,869-56.0% |
| Participant deferral / active EE | $3,696 | $5,550-33.4% | $4,871-24.1% | $5,287-30.1% |
| Admin fee / account holder | $262 | $15,560-98.3% | $13,028-98.0% | $10,133-97.4% |