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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 | $16,668 | $105,623-84.2% | $87,502-81.0% | $273,972-93.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 7.56% | 12.26%-4.7pp | 12.21%-4.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,581 | $3,141-17.8% | $2,550+1.2% | $4,869-47.0% |
| Participant deferral / active EE | $4,016 | $3,601+11.5% | $3,149+27.5% | $5,287-24.0% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |