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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 | $13,228 | $88,707-85.1% | $74,184-82.2% | $273,972-95.2% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 8.03% | 11.94%-3.9pp | 17.74%-9.7pp | 41.46%-33.4pp |
| Employer contribution / active EE | $1,248 | $3,159-60.5% | $2,370-47.3% | $4,869-74.4% |
| Participant deferral / active EE | $4,117 | $4,212-2.3% | $3,550+16.0% | $5,287-22.1% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |