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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 | $21,599 | $100,194-78.4% | $122,979-82.4% | $86,983-75.2% |
| Participation rate | 87.1% | 73.0%+14.1pp | 77.2%+9.9pp | 69.5%+17.6pp |
| Annual return | 24.19% | 16.47%+7.7pp | 20.12%+4.1pp | 25.83%-1.6pp |
| Employer contribution / active EE | $3,106 | $2,326+33.5% | $3,062+1.4% | $2,584+20.2% |
| Participant deferral / active EE | $5,859 | $4,133+41.7% | $5,003+17.1% | $4,194+39.7% |
| Admin fee / account holder | $272 | $10,148-97.3% | $12,864-97.9% | $7,856-96.5% |