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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 | $4,282 | $215,361-98.0% | $171,082-97.5% | $273,972-98.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 13.39% | 25.14%-11.7pp | 32.56%-19.2pp | 41.46%-28.1pp |
| Employer contribution / active EE | $957 | $4,967-80.7% | $4,002-76.1% | $4,869-80.3% |
| Participant deferral / active EE | $1,524 | $5,543-72.5% | $4,797-68.2% | $5,287-71.2% |
| Admin fee / account holder | $13 | $10,846-99.9% | $8,520-99.8% | $10,133-99.9% |