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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 | $11,835 | $124,351-90.5% | $109,188-89.2% | $167,553-92.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.41% | 26.04%-14.6pp | 25.76%-14.3pp | 478.89%-467.5pp |
| Employer contribution / active EE | $1,559 | $4,210-63.0% | $3,723-58.1% | $4,840-67.8% |
| Participant deferral / active EE | $5,672 | $5,257+7.9% | $4,654+21.9% | $6,343-10.6% |
| Admin fee / account holder | $264 | $7,975-96.7% | $6,755-96.1% | $12,316-97.9% |