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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 | $10,740 | $81,457-86.8% | $103,378-89.6% | $80,911-86.7% |
| Participation rate | 70.0% | 66.8%+3.2pp | 74.5%-4.5pp | 67.6%+2.4pp |
| Annual return | 10.47% | 25.58%-15.1pp | 24.91%-14.4pp | 35.63%-25.2pp |
| Employer contribution / active EE | $1,637 | $3,107-47.3% | $3,870-57.7% | $2,756-40.6% |
| Participant deferral / active EE | $2,124 | $3,871-45.1% | $5,058-58.0% | $4,297-50.6% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,401-100.0% | $6,935-100.0% |