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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 | $19,038 | $153,311-87.6% | $109,313-82.6% | $273,972-93.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 9.28% | 29.86%-20.6pp | 22.07%-12.8pp | 41.46%-32.2pp |
| Employer contribution / active EE | $1,629 | $5,619-71.0% | $3,892-58.1% | $4,869-66.5% |
| Participant deferral / active EE | $1,844 | $3,932-53.1% | $3,166-41.8% | $5,287-65.1% |
| Admin fee / account holder | $15 | $8,076-99.8% | $5,666-99.7% | $10,133-99.9% |