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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 | $20,146 | $153,311-86.9% | $109,313-81.6% | $273,972-92.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.22% | 29.86%-21.6pp | 22.07%-13.8pp | 41.46%-33.2pp |
| Employer contribution / active EE | $4,500 | $5,619-19.9% | $3,892+15.6% | $4,869-7.6% |
| Participant deferral / active EE | $4,500 | $3,932+14.4% | $3,166+42.1% | $5,287-14.9% |
| Admin fee / account holder | $206 | $8,076-97.4% | $5,666-96.4% | $10,133-98.0% |