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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 | $12,192 | $99,345-87.7% | $84,753-85.6% | $273,972-95.5% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $4,646 | $4,214+10.3% | $3,574+30.0% | $4,869-4.6% |
| Participant deferral / active EE | $5,551 | $4,270+30.0% | $3,712+49.5% | $5,287+5.0% |
| Admin fee / account holder | $49 | $6,645-99.3% | $5,333-99.1% | $10,133-99.5% |