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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 | $10,062 | $39,132-74.3% | $57,196-82.4% | $62,881-84.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 4.83% | 9.24%-4.4pp | 14.59%-9.8pp | 20.14%-15.3pp |
| Employer contribution / active EE | $2,265 | $1,874+20.9% | $2,683-15.6% | $2,281-0.7% |
| Participant deferral / active EE | $1,396 | $2,374-41.2% | $3,096-54.9% | $3,203-56.4% |
| Admin fee / account holder | $292 | $2,594-88.7% | $3,141-90.7% | $4,296-93.2% |