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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 | $13,167 | $52,379-74.9% | $46,225-71.5% | $273,972-95.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.5%-4.5pp | 83.0%-8.0pp |
| Annual return | 11.90% | 7.23%+4.7pp | 7.57%+4.3pp | 41.46%-29.6pp |
| Employer contribution / active EE | $3,178 | $4,226-24.8% | $3,424-7.2% | $4,869-34.7% |
| Participant deferral / active EE | $4,173 | $4,660-10.4% | $3,776+10.5% | $5,287-21.1% |
| Admin fee / account holder | $0 | $4,652-100.0% | $3,519-100.0% | $10,133-100.0% |