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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 | $13,177 | $110,212-88.0% | $96,534-86.3% | $139,466-90.6% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.6pp |
| Annual return | 19.32% | 26.42%-7.1pp | 25.88%-6.6pp | 373.66%-354.3pp |
| Employer contribution / active EE | $1,601 | $3,620-55.8% | $2,965-46.0% | $4,754-66.3% |
| Participant deferral / active EE | $1,852 | $5,547-66.6% | $4,851-61.8% | $6,712-72.4% |
| Admin fee / account holder | $14 | $11,599-99.9% | $8,253-99.8% | $11,409-99.9% |