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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 | $3,980 | $90,486-95.6% | $78,676-94.9% | $273,972-98.5% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 21.59% | 75.62%-54.0pp | 62.19%-40.6pp | 41.46%-19.9pp |
| Employer contribution / active EE | $760 | $3,175-76.1% | $2,850-73.3% | $4,869-84.4% |
| Participant deferral / active EE | $1,672 | $3,901-57.1% | $3,517-52.5% | $5,287-68.4% |
| Admin fee / account holder | $25 | $5,263-99.5% | $4,510-99.4% | $10,133-99.8% |