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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 | $21,019 | $181,896-88.4% | $156,551-86.6% | $273,972-92.3% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 8.70% | 30.74%-22.0pp | 32.23%-23.5pp | 41.46%-32.8pp |
| Employer contribution / active EE | $1,567 | $6,248-74.9% | $5,501-71.5% | $4,869-67.8% |
| Participant deferral / active EE | $2,020 | $5,550-63.6% | $4,871-58.5% | $5,287-61.8% |
| Admin fee / account holder | $20 | $15,560-99.9% | $13,028-99.8% | $10,133-99.8% |