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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 | $12,105 | $123,155-90.2% | $108,753-88.9% | $155,188-92.2% |
| Participation rate | 72.2% | 75.6%-3.4pp | 71.1%+1.1pp | 80.8%-8.6pp |
| Annual return | 27.33% | 44.73%-17.4pp | 37.47%-10.1pp | 148.84%-121.5pp |
| Employer contribution / active EE | $1,811 | $2,811-35.6% | $2,427-25.4% | $4,248-57.4% |
| Participant deferral / active EE | $3,019 | $4,623-34.7% | $4,115-26.6% | $6,531-53.8% |
| Admin fee / account holder | $296 | $12,126-97.6% | $10,320-97.1% | $14,480-98.0% |