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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 | $15,705 | $88,707-82.3% | $74,184-78.8% | $273,972-94.3% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 7.65% | 11.94%-4.3pp | 17.74%-10.1pp | 41.46%-33.8pp |
| Employer contribution / active EE | $685 | $3,159-78.3% | $2,370-71.1% | $4,869-85.9% |
| Participant deferral / active EE | $1,589 | $4,212-62.3% | $3,550-55.2% | $5,287-69.9% |
| Admin fee / account holder | $164 | $8,717-98.1% | $5,586-97.1% | $10,133-98.4% |