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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 | $8,205 | $65,685-87.5% | $57,181-85.7% | $273,965-97.0% |
| Participation rate | 83.3% | 78.3%+5.0pp | 75.3%+8.0pp | 83.0%+0.3pp |
| Annual return | 7.61% | 21.99%-14.4pp | 14.59%-7.0pp | 41.45%-33.8pp |
| Employer contribution / active EE | $708 | $3,279-78.4% | $2,682-73.6% | $4,869-85.5% |
| Participant deferral / active EE | $0 | $3,781-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |