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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 | $8,067 | $81,476-90.1% | $102,383-92.1% | $80,925-90.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 17.05% | 25.59%-8.5pp | 24.94%-7.9pp | 35.65%-18.6pp |
| Employer contribution / active EE | $895 | $3,105-71.2% | $3,870-76.9% | $2,756-67.5% |
| Participant deferral / active EE | $1,889 | $3,871-51.2% | $5,060-62.7% | $4,299-56.1% |
| Admin fee / account holder | $16 | $6,717-99.8% | $8,391-99.8% | $6,940-99.8% |