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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 | $29,523 | $181,896-83.8% | $156,551-81.1% | $273,972-89.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 14.38% | 30.74%-16.4pp | 32.23%-17.8pp | 41.46%-27.1pp |
| Employer contribution / active EE | $2,279 | $6,248-63.5% | $5,501-58.6% | $4,869-53.2% |
| Participant deferral / active EE | $4,080 | $5,550-26.5% | $4,871-16.2% | $5,287-22.8% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |