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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 | $23,876 | $67,602-64.7% | $82,312-71.0% | $70,126-66.0% |
| Participation rate | 73.1% | 72.8%+0.3pp | 76.9%-3.8pp | 69.5%+3.5pp |
| Annual return | 21.18% | 21.57%-0.4pp | 25.88%-4.7pp | 73.15%-52.0pp |
| Employer contribution / active EE | $646 | $1,755-63.2% | $2,428-73.4% | $2,343-72.4% |
| Participant deferral / active EE | $3,106 | $2,987+4.0% | $3,706-16.2% | $3,332-6.8% |
| Admin fee / account holder | $254 | $4,512-94.4% | $5,608-95.5% | $4,645-94.5% |