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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 | $25,474 | $153,769-83.4% | $133,975-81.0% | $273,972-90.7% |
| Participation rate | 71.4% | 88.4%-16.9pp | 87.1%-15.6pp | 83.0%-11.6pp |
| Annual return | 10.04% | 36.51%-26.5pp | 29.29%-19.3pp | 41.46%-31.4pp |
| Employer contribution / active EE | $2,364 | $6,029-60.8% | $5,211-54.6% | $4,869-51.4% |
| Participant deferral / active EE | $10,200 | $6,958+46.6% | $6,282+62.4% | $5,287+92.9% |
| Admin fee / account holder | $115 | $11,765-99.0% | $9,324-98.8% | $10,133-98.9% |