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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 | $22,367 | $101,795-78.0% | $165,100-86.5% | $80,959-72.4% |
| Participation rate | 80.8% | 71.8%+8.9pp | 78.6%+2.1pp | 67.7%+13.1pp |
| Annual return | 14.23% | 16.73%-2.5pp | 70.21%-56.0pp | 35.67%-21.4pp |
| Employer contribution / active EE | $1,828 | $2,954-38.1% | $4,348-58.0% | $2,757-33.7% |
| Participant deferral / active EE | $2,258 | $4,476-49.5% | $6,035-62.6% | $4,300-47.5% |
| Admin fee / account holder | $0 | $8,221-100.0% | $12,696-100.0% | $6,925-100.0% |