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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 | $7,754 | $81,358-90.5% | $155,556-95.0% | $80,959-90.4% |
| Participation rate | 89.7% | 66.3%+23.4pp | 78.2%+11.5pp | 67.7%+22.0pp |
| Annual return | 14.24% | 33.39%-19.1pp | 64.84%-50.6pp | 35.67%-21.4pp |
| Employer contribution / active EE | $634 | $3,106-79.6% | $4,675-86.4% | $2,757-77.0% |
| Participant deferral / active EE | $3,227 | $3,455-6.6% | $5,631-42.7% | $4,300-25.0% |
| Admin fee / account holder | $155 | $7,994-98.1% | $15,885-99.0% | $6,925-97.8% |