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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 | $17,534 | $88,707-80.2% | $74,184-76.4% | $273,972-93.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.14% | 11.94%-6.8pp | 17.74%-12.6pp | 41.46%-36.3pp |
| Employer contribution / active EE | $2,064 | $3,159-34.7% | $2,370-12.9% | $4,869-57.6% |
| Participant deferral / active EE | $3,864 | $4,212-8.3% | $3,550+8.8% | $5,287-26.9% |
| Admin fee / account holder | $186 | $8,717-97.9% | $5,586-96.7% | $10,133-98.2% |