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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 | $14,953 | $78,027-80.8% | $178,528-91.6% | $80,925-81.5% |
| Participation rate | 75.9% | 65.7%+10.2pp | 77.1%-1.2pp | 67.7%+8.2pp |
| Annual return | 11.38% | 18.09%-6.7pp | 27.11%-15.7pp | 35.65%-24.3pp |
| Employer contribution / active EE | $3,859 | $2,281+69.2% | $3,950-2.3% | $2,756+40.0% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $6,278-100.0% | $4,299-100.0% |
| Admin fee / account holder | $106 | $7,168-98.5% | $10,419-99.0% | $6,940-98.5% |