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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 | $14,875 | $99,345-85.0% | $84,753-82.4% | $273,972-94.6% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 23.83% | 22.93%+0.9pp | 22.78%+1.0pp | 41.46%-17.6pp |
| Employer contribution / active EE | $2,242 | $4,214-46.8% | $3,574-37.3% | $4,869-54.0% |
| Participant deferral / active EE | $5,516 | $4,270+29.2% | $3,712+48.6% | $5,287+4.3% |
| Admin fee / account holder | $248 | $6,645-96.3% | $5,333-95.3% | $10,133-97.6% |