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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 | $24,476 | $153,769-84.1% | $133,975-81.7% | $273,972-91.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.33% | 36.51%-27.2pp | 29.29%-20.0pp | 41.46%-32.1pp |
| Employer contribution / active EE | $6,413 | $6,029+6.4% | $5,211+23.1% | $4,869+31.7% |
| Participant deferral / active EE | $8,286 | $6,958+19.1% | $6,282+31.9% | $5,287+56.7% |
| Admin fee / account holder | $26 | $11,765-99.8% | $9,324-99.7% | $10,133-99.7% |