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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 | $17,876 | $95,453-81.3% | $112,040-84.0% | $82,448-78.3% |
| Participation rate | 85.3% | 72.8%+12.5pp | 76.5%+8.8pp | 68.1%+17.2pp |
| Annual return | 17.60% | 23.92%-6.3pp | 24.52%-6.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,105 | $2,318-52.3% | $2,954-62.6% | $2,551-56.7% |
| Participant deferral / active EE | $2,254 | $4,224-46.6% | $5,098-55.8% | $4,139-45.5% |
| Admin fee / account holder | $180 | $9,013-98.0% | $12,098-98.5% | $7,234-97.5% |