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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 | $10,990 | $84,233-87.0% | $170,436-93.6% | $70,131-84.3% |
| Participation rate | 90.5% | 70.8%+19.7pp | 83.6%+6.9pp | 69.5%+21.0pp |
| Annual return | 18.60% | 23.06%-4.5pp | 205.94%-187.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,726 | $3,387-49.0% | $5,433-68.2% | $2,342-26.3% |
| Participant deferral / active EE | $1,475 | $3,086-52.2% | $4,939-70.1% | $3,332-55.7% |
| Admin fee / account holder | $63 | $5,698-98.9% | $13,880-99.5% | $4,645-98.6% |