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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 | $6,466 | $45,043-85.6% | $63,005-89.7% | $70,124-90.8% |
| Participation rate | 76.5% | 69.5%+7.0pp | 74.8%+1.7pp | 69.5%+6.9pp |
| Annual return | 15.52% | 18.76%-3.2pp | 87.59%-72.1pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,610 | $2,052-21.5% | $2,760-41.7% | $2,342-31.3% |
| Participant deferral / active EE | $1,848 | $2,466-25.0% | $3,329-44.5% | $3,332-44.5% |
| Admin fee / account holder | $56 | $2,833-98.0% | $3,599-98.5% | $4,645-98.8% |