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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 | $8,230 | $106,588-92.3% | $94,215-91.3% | $155,188-94.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 18.23% | 29.39%-11.2pp | 28.22%-10.0pp | 148.84%-130.6pp |
| Employer contribution / active EE | $1,838 | $3,080-40.3% | $2,675-31.3% | $4,248-56.7% |
| Participant deferral / active EE | $1,408 | $4,802-70.7% | $4,276-67.1% | $6,531-78.4% |
| Admin fee / account holder | $73 | $12,281-99.4% | $10,216-99.3% | $14,480-99.5% |