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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 | $9,205 | $101,063-90.9% | $81,473-88.7% | $147,585-93.8% |
| Participation rate | 93.3% | 74.5%+18.9pp | 68.0%+25.4pp | 82.8%+10.5pp |
| Annual return | 18.52% | 32.41%-13.9pp | 38.78%-20.3pp | 578.58%-560.1pp |
| Employer contribution / active EE | $1,153 | $3,206-64.0% | $2,568-55.1% | $4,876-76.4% |
| Participant deferral / active EE | $1,258 | $4,242-70.4% | $3,537-64.4% | $5,439-76.9% |
| Admin fee / account holder | $278 | $5,812-95.2% | $4,561-93.9% | $10,886-97.4% |