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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 | $88,815 | $447,575-80.2% | $442,758-79.9% | $587,889-84.9% |
| Participation rate | 100.0% | 86.9%+13.1pp | 85.0%+15.0pp | 87.9%+12.1pp |
| Annual return | 5.26% | 60.52%-55.3pp | 57.90%-52.6pp | 19.70%-14.4pp |
| Employer contribution / active EE | $20,382 | $19,373+5.2% | $20,141+1.2% | $21,263-4.1% |
| Participant deferral / active EE | $10,316 | $16,986-39.3% | $16,285-36.7% | $8,361+23.4% |
| Admin fee / account holder | $252 | $9,225-97.3% | $9,773-97.4% | $49,457-99.5% |