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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 | $16,624 | $181,896-90.9% | $156,551-89.4% | $273,972-93.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.65% | 30.74%-27.1pp | 32.23%-28.6pp | 41.46%-37.8pp |
| Employer contribution / active EE | $4,293 | $6,248-31.3% | $5,501-22.0% | $4,869-11.8% |
| Participant deferral / active EE | $7,200 | $5,550+29.7% | $4,871+47.8% | $5,287+36.2% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |