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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 | $15,734 | $71,197-77.9% | $93,669-83.2% | $80,925-80.6% |
| Participation rate | 94.4% | 60.4%+34.0pp | 68.7%+25.7pp | 67.7%+26.8pp |
| Annual return | 14.90% | 11.27%+3.6pp | 133.59%-118.7pp | 35.65%-20.8pp |
| Employer contribution / active EE | $2,171 | $1,565+38.8% | $2,424-10.4% | $2,756-21.2% |
| Participant deferral / active EE | $2,896 | $4,036-28.2% | $4,416-34.4% | $4,299-32.6% |
| Admin fee / account holder | $0 | $6,959-100.0% | $8,291-100.0% | $6,940-100.0% |