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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 | $24,195 | $181,896-86.7% | $156,551-84.5% | $273,972-91.2% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 7.66% | 30.74%-23.1pp | 32.23%-24.6pp | 41.46%-33.8pp |
| Employer contribution / active EE | $1,801 | $6,248-71.2% | $5,501-67.3% | $4,869-63.0% |
| Participant deferral / active EE | $5,866 | $5,550+5.7% | $4,871+20.4% | $5,287+10.9% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |