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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 | $6,058 | $96,558-93.7% | $80,977-92.5% | $273,972-97.8% |
| Participation rate | 71.4% | 79.1%-7.7pp | 75.8%-4.4pp | 83.0%-11.6pp |
| Annual return | 14.97% | 15.14%-0.2pp | 17.11%-2.1pp | 41.46%-26.5pp |
| Employer contribution / active EE | $1,128 | $4,869-76.8% | $3,715-69.6% | $4,869-76.8% |
| Participant deferral / active EE | $1,768 | $6,598-73.2% | $5,696-69.0% | $5,287-66.6% |
| Admin fee / account holder | $57 | $7,493-99.2% | $5,517-99.0% | $10,133-99.4% |