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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 | $17,674 | $72,492-75.6% | $87,104-79.7% | $72,975-75.8% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 23.42% | 24.46%-1.0pp | 28.19%-4.8pp | 81.01%-57.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,091 | $3,270+25.1% | $4,048+1.1% | $3,608+13.4% |
| Admin fee / account holder | $101 | $5,055-98.0% | $7,491-98.7% | $5,124-98.0% |