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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 | $24,237 | $181,896-86.7% | $156,551-84.5% | $273,972-91.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 25.37% | 30.74%-5.4pp | 32.23%-6.9pp | 41.46%-16.1pp |
| Employer contribution / active EE | $1,409 | $6,248-77.5% | $5,501-74.4% | $4,869-71.1% |
| Participant deferral / active EE | $3,380 | $5,550-39.1% | $4,871-30.6% | $5,287-36.1% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |