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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 | $14,107 | $86,940-83.8% | $102,434-86.2% | $80,935-82.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 21.77% | 18.89%+2.9pp | 29.46%-7.7pp | 35.66%-13.9pp |
| Employer contribution / active EE | $3,030 | $2,370+27.9% | $3,023+0.2% | $2,757+9.9% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $247 | $8,047-96.9% | $9,462-97.4% | $6,924-96.4% |