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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 | $17,115 | $181,896-90.6% | $156,551-89.1% | $273,972-93.8% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $10,157 | $6,248+62.6% | $5,501+84.6% | $4,869+108.6% |
| Participant deferral / active EE | $6,138 | $5,550+10.6% | $4,871+26.0% | $5,287+16.1% |
| Admin fee / account holder | $106 | $15,560-99.3% | $13,028-99.2% | $10,133-99.0% |