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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 | $25,904 | $167,415-84.5% | $140,514-81.6% | $198,609-87.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 19.90% | 13.85%+6.0pp | 14.36%+5.5pp | 202.70%-182.8pp |
| Employer contribution / active EE | $3,274 | $4,088-19.9% | $3,378-3.1% | $5,055-35.2% |
| Participant deferral / active EE | $5,758 | $5,579+3.2% | $4,919+17.1% | $6,977-17.5% |
| Admin fee / account holder | $121 | $16,730-99.3% | $13,697-99.1% | $19,030-99.4% |