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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 | $17,957 | $65,034-72.4% | $90,970-80.3% | $79,856-77.5% |
| Participation rate | 78.0% | 61.6%+16.4pp | 69.0%+9.0pp | 69.6%+8.4pp |
| Annual return | 20.20% | 30.45%-10.2pp | 134.60%-114.4pp | 31.71%-11.5pp |
| Employer contribution / active EE | $707 | $1,247-43.3% | $2,122-66.7% | $2,471-71.4% |
| Participant deferral / active EE | $1,194 | $2,512-52.5% | $3,373-64.6% | $3,741-68.1% |
| Admin fee / account holder | $231 | $4,536-94.9% | $5,961-96.1% | $5,306-95.7% |