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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 | $12,786 | $99,345-87.1% | $84,753-84.9% | $273,972-95.3% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 30.01% | 22.93%+7.1pp | 22.78%+7.2pp | 41.46%-11.4pp |
| Employer contribution / active EE | $3,039 | $4,214-27.9% | $3,574-15.0% | $4,869-37.6% |
| Participant deferral / active EE | $6,706 | $4,270+57.0% | $3,712+80.6% | $5,287+26.8% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |