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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 | $4,485 | $58,493-92.3% | $84,021-94.7% | $72,975-93.9% |
| Participation rate | 93.3% | 61.2%+32.1pp | 69.0%+24.3pp | 69.5%+23.8pp |
| Annual return | 28.80% | 28.93%-0.1pp | 71.32%-42.5pp | 81.01%-52.2pp |
| Employer contribution / active EE | $1,338 | $1,163+15.0% | $1,984-32.6% | $2,440-45.2% |
| Participant deferral / active EE | $2,317 | $2,394-3.2% | $3,239-28.5% | $3,608-35.8% |
| Admin fee / account holder | $156 | $4,569-96.6% | $6,102-97.4% | $5,124-96.9% |