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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 | $25,303 | $201,372-87.4% | $184,260-86.3% | $145,884-82.7% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 12.70% | 29.04%-16.3pp | 28.84%-16.1pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,527 | $7,024-78.3% | $6,427-76.2% | $4,662-67.2% |
| Participant deferral / active EE | $7,037 | $9,808-28.3% | $9,133-23.0% | $6,690+5.2% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |