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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 | $18,251 | $106,749-82.9% | $145,433-87.5% | $82,448-77.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.03% | 27.59%-9.6pp | 66.58%-48.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,173 | $3,444-65.9% | $4,554-74.2% | $2,551-54.0% |
| Participant deferral / active EE | $3,295 | $6,519-49.4% | $7,897-58.3% | $4,139-20.4% |
| Admin fee / account holder | $247 | $8,390-97.1% | $13,129-98.1% | $7,234-96.6% |