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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 | $11,186 | $80,992-86.2% | $96,534-88.4% | $75,173-85.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 27.98% | 27.05%+0.9pp | 25.88%+2.1pp | 160.72%-132.7pp |
| Employer contribution / active EE | $1,875 | $2,283-17.9% | $2,965-36.8% | $2,671-29.8% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,253-100.0% | $5,651-100.0% |