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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 | $9,586 | $106,749-91.0% | $145,433-93.4% | $82,448-88.4% |
| Participation rate | 98.4% | 75.6%+22.8pp | 82.1%+16.3pp | 68.1%+30.3pp |
| Annual return | 18.42% | 27.59%-9.2pp | 66.58%-48.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $5,064 | $3,444+47.0% | $4,554+11.2% | $2,551+98.5% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $160 | $8,390-98.1% | $13,129-98.8% | $7,234-97.8% |