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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 | $7,365 | $66,764-89.0% | $88,497-91.7% | $62,881-88.3% |
| Participation rate | 98.4% | 77.3%+21.1pp | 82.4%+16.0pp | 69.3%+29.1pp |
| Annual return | 32.11% | 10.37%+21.7pp | 7.63%+24.5pp | 20.14%+12.0pp |
| Employer contribution / active EE | $2,117 | $3,077-31.2% | $4,036-47.5% | $2,281-7.2% |
| Participant deferral / active EE | $3,761 | $3,976-5.4% | $4,899-23.2% | $3,203+17.4% |
| Admin fee / account holder | $178 | $4,668-96.2% | $6,220-97.1% | $4,296-95.9% |