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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 | $15,627 | $124,425-87.4% | $112,040-86.1% | $137,256-88.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 22.86% | 24.72%-1.9pp | 24.52%-1.7pp | 220.34%-197.5pp |
| Employer contribution / active EE | $2,686 | $3,411-21.3% | $2,954-9.1% | $4,156-35.4% |
| Participant deferral / active EE | $2,686 | $5,718-53.0% | $5,098-47.3% | $6,407-58.1% |
| Admin fee / account holder | $36 | $15,207-99.8% | $12,098-99.7% | $12,270-99.7% |