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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 | $9,643 | $176,794-94.5% | $146,647-93.4% | $167,553-94.2% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 23.95% | 24.04%-0.1pp | 22.75%+1.2pp | 478.89%-454.9pp |
| Employer contribution / active EE | $2,137 | $5,161-58.6% | $4,137-48.3% | $4,840-55.8% |
| Participant deferral / active EE | $6,504 | $6,440+1.0% | $5,506+18.1% | $6,343+2.5% |
| Admin fee / account holder | $44 | $13,262-99.7% | $10,281-99.6% | $12,316-99.6% |