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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 | $14,269 | $215,361-93.4% | $171,082-91.7% | $273,972-94.8% |
| Participation rate | 85.7% | 82.0%+3.7pp | 76.7%+9.0pp | 83.0%+2.7pp |
| Annual return | 18.26% | 25.14%-6.9pp | 32.56%-14.3pp | 41.46%-23.2pp |
| Employer contribution / active EE | $1,343 | $4,967-73.0% | $4,002-66.5% | $4,869-72.4% |
| Participant deferral / active EE | $8,360 | $5,543+50.8% | $4,797+74.3% | $5,287+58.1% |
| Admin fee / account holder | $54 | $10,846-99.5% | $8,520-99.4% | $10,133-99.5% |