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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 | $133,028 | $507,760-73.8% | $505,189-73.7% | $534,210-75.1% |
| Participation rate | 100.0% | 91.3%+8.7pp | 90.4%+9.6pp | 89.6%+10.4pp |
| Annual return | 3.56% | 13.03%-9.5pp | 13.03%-9.5pp | 10.40%-6.8pp |
| Employer contribution / active EE | $5,000 | $15,890-68.5% | $16,213-69.2% | $19,440-74.3% |
| Participant deferral / active EE | $8,480 | $13,485-37.1% | $13,093-35.2% | $11,136-23.9% |
| Admin fee / account holder | $0 | $6,250-100.0% | $6,372-100.0% | $14,821-100.0% |