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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 | $12,761 | $99,345-87.2% | $84,753-84.9% | $273,972-95.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 14.54% | 22.93%-8.4pp | 22.78%-8.2pp | 41.46%-26.9pp |
| Employer contribution / active EE | $1,903 | $4,214-54.8% | $3,574-46.8% | $4,869-60.9% |
| Participant deferral / active EE | $5,017 | $4,270+17.5% | $3,712+35.2% | $5,287-5.1% |
| Admin fee / account holder | $10 | $6,645-99.9% | $5,333-99.8% | $10,133-99.9% |