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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 | $4,797 | $110,337-95.7% | $102,383-95.3% | $145,877-96.7% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 16.30% | 24.83%-8.5pp | 24.94%-8.6pp | 551.28%-535.0pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,944 | $5,621-47.6% | $5,060-41.8% | $6,691-56.0% |
| Admin fee / account holder | $292 | $9,750-97.0% | $8,391-96.5% | $13,402-97.8% |