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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 | $6,913 | $135,956-94.9% | $123,894-94.4% | $273,972-97.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 22.28% | 56.63%-34.4pp | 47.52%-25.2pp | 41.46%-19.2pp |
| Employer contribution / active EE | $2,336 | $5,170-54.8% | $4,617-49.4% | $4,869-52.0% |
| Participant deferral / active EE | $3,569 | $6,343-43.7% | $5,984-40.4% | $5,287-32.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |