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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 | $19,859 | $127,387-84.4% | $115,038-82.7% | $125,389-84.2% |
| Participation rate | 78.6% | 84.2%-5.6pp | 81.4%-2.8pp | 83.2%-4.6pp |
| Annual return | -0.04% | 31.28%-31.3pp | 26.14%-26.2pp | 282.24%-282.3pp |
| Employer contribution / active EE | $2,001 | $5,166-61.3% | $4,608-56.6% | $4,866-58.9% |
| Participant deferral / active EE | $3,673 | $6,423-42.8% | $6,026-39.1% | $5,352-31.4% |
| Admin fee / account holder | $11 | $9,516-99.9% | $8,175-99.9% | $9,541-99.9% |