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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 | $17,001 | $88,707-80.8% | $74,184-77.1% | $273,972-93.8% |
| Participation rate | 91.7% | 79.4%+12.2pp | 76.6%+15.0pp | 83.0%+8.7pp |
| Annual return | 7.48% | 11.94%-4.5pp | 17.74%-10.3pp | 41.46%-34.0pp |
| Employer contribution / active EE | $833 | $3,159-73.6% | $2,370-64.8% | $4,869-82.9% |
| Participant deferral / active EE | $3,269 | $4,212-22.4% | $3,550-7.9% | $5,287-38.2% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |