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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 | $13,911 | $53,774-74.1% | $134,162-89.6% | $79,852-82.6% |
| Participation rate | 91.7% | 58.8%+32.9pp | 72.2%+19.5pp | 69.6%+22.0pp |
| Annual return | 14.46% | 19.01%-4.6pp | 36.35%-21.9pp | 31.72%-17.3pp |
| Employer contribution / active EE | $446 | $1,322-66.3% | $3,705-88.0% | $2,471-82.0% |
| Participant deferral / active EE | $1,191 | $2,420-50.8% | $3,500-66.0% | $3,740-68.2% |
| Admin fee / account holder | $159 | $3,985-96.0% | $6,685-97.6% | $5,306-97.0% |