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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 | $12,770 | $72,177-82.3% | $115,037-88.9% | $59,633-78.6% |
| Participation rate | 76.9% | 72.6%+4.4pp | 81.4%-4.4pp | 68.7%+8.3pp |
| Annual return | 2.78% | 12.02%-9.2pp | 26.14%-23.4pp | 2041.40%-2038.6pp |
| Employer contribution / active EE | $1,468 | $2,841-48.3% | $4,608-68.1% | $2,203-33.4% |
| Participant deferral / active EE | $4,015 | $4,783-16.0% | $6,026-33.4% | $3,192+25.8% |
| Admin fee / account holder | $294 | $4,927-94.0% | $8,175-96.4% | $4,297-93.2% |