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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 | $14,550 | $136,307-89.3% | $106,619-86.4% | $273,972-94.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 7.24% | 11.05%-3.8pp | 9.42%-2.2pp | 41.46%-34.2pp |
| Employer contribution / active EE | $4,068 | $5,190-21.6% | $3,947+3.1% | $4,869-16.4% |
| Participant deferral / active EE | $5,915 | $4,969+19.0% | $3,930+50.5% | $5,287+11.9% |
| Admin fee / account holder | $252 | $8,625-97.1% | $6,418-96.1% | $10,133-97.5% |