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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 | $14,115 | $126,661-88.9% | $113,397-87.6% | $138,895-89.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 13.10% | 25.05%-12.0pp | 23.20%-10.1pp | 145.39%-132.3pp |
| Employer contribution / active EE | $3,684 | $3,456+6.6% | $2,977+23.7% | $4,194-12.2% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $146 | $14,549-99.0% | $11,957-98.8% | $12,562-98.8% |