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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 | $9,422 | $99,345-90.5% | $84,753-88.9% | $273,972-96.6% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 20.56% | 22.93%-2.4pp | 22.78%-2.2pp | 41.46%-20.9pp |
| Employer contribution / active EE | $1,780 | $4,214-57.7% | $3,574-50.2% | $4,869-63.4% |
| Participant deferral / active EE | $2,312 | $4,270-45.8% | $3,712-37.7% | $5,287-56.3% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |