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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 | $8,568 | $71,878-88.1% | $86,698-90.1% | $68,486-87.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 29.17% | 3.53%+25.6pp | 35.95%-6.8pp | -7.85%+37.0pp |
| Employer contribution / active EE | $1,918 | $2,173-11.7% | $2,837-32.4% | $2,597-26.1% |
| Participant deferral / active EE | $3,887 | $3,779+2.9% | $4,656-16.5% | $4,028-3.5% |
| Admin fee / account holder | $285 | $6,113-95.3% | $7,493-96.2% | $5,404-94.7% |