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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 | $17,544 | $124,425-85.9% | $112,040-84.3% | $137,256-87.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 22.15% | 24.72%-2.6pp | 24.52%-2.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $3,012 | $3,411-11.7% | $2,954+2.0% | $4,156-27.5% |
| Participant deferral / active EE | $3,563 | $5,718-37.7% | $5,098-30.1% | $6,407-44.4% |
| Admin fee / account holder | $28 | $15,207-99.8% | $12,098-99.8% | $12,270-99.8% |