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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 | $17,026 | $76,834-77.8% | $108,359-84.3% | $87,485-80.5% |
| Participation rate | 96.0% | 61.7%+34.3pp | 70.1%+25.9pp | 68.9%+27.1pp |
| Annual return | 21.30% | 19.09%+2.2pp | 36.89%-15.6pp | 26.06%-4.8pp |
| Employer contribution / active EE | $3,696 | $1,556+137.5% | $2,399+54.0% | $2,596+42.4% |
| Participant deferral / active EE | $1,562 | $3,100-49.6% | $4,137-62.3% | $4,274-63.5% |
| Admin fee / account holder | $227 | $6,537-96.5% | $9,741-97.7% | $7,775-97.1% |