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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 | $12,409 | $56,894-78.2% | $84,753-85.4% | $62,881-80.3% |
| Participation rate | 94.1% | 68.5%+25.6pp | 76.6%+17.5pp | 69.3%+24.8pp |
| Annual return | 9.71% | 6.30%+3.4pp | 22.78%-13.1pp | 20.14%-10.4pp |
| Employer contribution / active EE | $1,153 | $2,400-52.0% | $3,574-67.7% | $2,281-49.4% |
| Participant deferral / active EE | $2,149 | $2,709-20.7% | $3,712-42.1% | $3,203-32.9% |
| Admin fee / account holder | $228 | $3,581-93.6% | $5,333-95.7% | $4,296-94.7% |