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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 | $13,662 | $99,345-86.2% | $84,753-83.9% | $273,972-95.0% |
| Participation rate | 81.3% | 80.7%+0.6pp | 76.6%+4.7pp | 83.0%-1.8pp |
| Annual return | 11.06% | 22.93%-11.9pp | 22.78%-11.7pp | 41.46%-30.4pp |
| Employer contribution / active EE | $1,410 | $4,214-66.5% | $3,574-60.6% | $4,869-71.0% |
| Participant deferral / active EE | $4,604 | $4,270+7.8% | $3,712+24.0% | $5,287-12.9% |
| Admin fee / account holder | $46 | $6,645-99.3% | $5,333-99.1% | $10,133-99.5% |