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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 | $5,390 | $74,535-92.8% | $100,712-94.6% | $82,637-93.5% |
| Participation rate | 95.3% | 61.2%+34.2pp | 69.3%+26.1pp | 68.1%+27.3pp |
| Annual return | 23.11% | 18.92%+4.2pp | 33.27%-10.2pp | 53.51%-30.4pp |
| Employer contribution / active EE | $469 | $1,503-68.8% | $2,313-79.7% | $2,552-81.6% |
| Participant deferral / active EE | $1,559 | $3,074-49.3% | $4,085-61.8% | $4,126-62.2% |
| Admin fee / account holder | $12 | $6,576-99.8% | $9,256-99.9% | $7,339-99.8% |