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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 | $14,050 | $64,359-78.2% | $90,161-84.4% | $70,124-80.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 39.25% | 28.13%+11.1pp | 34.89%+4.4pp | 73.14%-33.9pp |
| Employer contribution / active EE | $1,601 | $2,046-21.7% | $3,318-51.7% | $2,342-31.7% |
| Participant deferral / active EE | $4,037 | $4,389-8.0% | $5,287-23.6% | $3,332+21.2% |
| Admin fee / account holder | $96 | $3,945-97.6% | $5,943-98.4% | $4,645-97.9% |