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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 | $12,449 | $88,707-86.0% | $74,184-83.2% | $273,972-95.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.53% | 11.94%-0.4pp | 17.74%-6.2pp | 41.46%-29.9pp |
| Employer contribution / active EE | $2,122 | $3,159-32.8% | $2,370-10.5% | $4,869-56.4% |
| Participant deferral / active EE | $7,639 | $4,212+81.4% | $3,550+115.2% | $5,287+44.5% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |