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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 | $12,007 | $99,345-87.9% | $84,753-85.8% | $273,972-95.6% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 12.06% | 22.93%-10.9pp | 22.78%-10.7pp | 41.46%-29.4pp |
| Employer contribution / active EE | $2,143 | $4,214-49.1% | $3,574-40.0% | $4,869-56.0% |
| Participant deferral / active EE | $2,143 | $4,270-49.8% | $3,712-42.3% | $5,287-59.5% |
| Admin fee / account holder | $187 | $6,645-97.2% | $5,333-96.5% | $10,133-98.2% |