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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 | $11,276 | $124,425-90.9% | $112,040-89.9% | $137,256-91.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 21.84% | 24.72%-2.9pp | 24.52%-2.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,167 | $3,411-36.5% | $2,954-26.7% | $4,156-47.9% |
| Participant deferral / active EE | $2,468 | $5,718-56.8% | $5,098-51.6% | $6,407-61.5% |
| Admin fee / account holder | $23 | $15,207-99.8% | $12,098-99.8% | $12,270-99.8% |