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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 | $8,116 | $51,708-84.3% | $106,619-92.4% | $62,881-87.1% |
| Participation rate | 95.7% | 66.9%+28.9pp | 78.0%+17.7pp | 69.3%+26.4pp |
| Annual return | 12.08% | 4.69%+7.4pp | 9.42%+2.7pp | 20.14%-8.1pp |
| Employer contribution / active EE | $1,795 | $1,764+1.8% | $3,947-54.5% | $2,281-21.3% |
| Participant deferral / active EE | $2,396 | $2,315+3.5% | $3,930-39.0% | $3,203-25.2% |
| Admin fee / account holder | $0 | $3,349-100.0% | $6,418-100.0% | $4,296-100.0% |