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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 | $14,565 | $99,345-85.3% | $84,753-82.8% | $273,972-94.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.19% | 22.93%-15.7pp | 22.78%-15.6pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,657 | $4,214-60.7% | $3,574-53.7% | $4,869-66.0% |
| Participant deferral / active EE | $1,622 | $4,270-62.0% | $3,712-56.3% | $5,287-69.3% |
| Admin fee / account holder | $87 | $6,645-98.7% | $5,333-98.4% | $10,133-99.1% |