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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 | $15,750 | $104,251-84.9% | $91,004-82.7% | $147,586-89.3% |
| Participation rate | 82.6% | 78.2%+4.4pp | 75.6%+7.0pp | 82.8%-0.2pp |
| Annual return | 16.30% | 27.06%-10.8pp | 4.60%+11.7pp | 578.59%-562.3pp |
| Employer contribution / active EE | $1,469 | $3,116-52.9% | $2,456-40.2% | $4,876-69.9% |
| Participant deferral / active EE | $2,254 | $4,195-46.3% | $3,548-36.5% | $5,439-58.6% |
| Admin fee / account holder | $105 | $8,948-98.8% | $5,417-98.1% | $10,886-99.0% |