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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 | $40,927 | $167,415-75.6% | $140,514-70.9% | $198,609-79.4% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 18.78% | 13.85%+4.9pp | 14.36%+4.4pp | 202.70%-183.9pp |
| Employer contribution / active EE | $3,047 | $4,088-25.4% | $3,378-9.8% | $5,055-39.7% |
| Participant deferral / active EE | $9,794 | $5,579+75.6% | $4,919+99.1% | $6,977+40.4% |
| Admin fee / account holder | $109 | $16,730-99.3% | $13,697-99.2% | $19,030-99.4% |