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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 | $10,152 | $93,346-89.1% | $71,796-85.9% | $273,972-96.3% |
| Participation rate | 93.8% | 76.5%+17.2pp | 69.1%+24.6pp | 83.0%+10.7pp |
| Annual return | 6.51% | 130.39%-123.9pp | 78.04%-71.5pp | 41.46%-34.9pp |
| Employer contribution / active EE | $1,573 | $2,733-42.5% | $1,924-18.3% | $4,869-67.7% |
| Participant deferral / active EE | $2,371 | $3,475-31.8% | $2,794-15.1% | $5,287-55.2% |
| Admin fee / account holder | $113 | $6,571-98.3% | $4,815-97.7% | $10,133-98.9% |