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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 | $8,326 | $99,345-91.6% | $84,753-90.2% | $273,972-97.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.87% | 22.93%-10.1pp | 22.78%-9.9pp | 41.46%-28.6pp |
| Employer contribution / active EE | $1,836 | $4,214-56.4% | $3,574-48.6% | $4,869-62.3% |
| Participant deferral / active EE | $3,265 | $4,270-23.5% | $3,712-12.0% | $5,287-38.3% |
| Admin fee / account holder | $114 | $6,645-98.3% | $5,333-97.9% | $10,133-98.9% |