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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 | $19,510 | $60,349-67.7% | $74,184-73.7% | $62,881-69.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.22% | 21.38%-15.2pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $707 | $1,680-57.9% | $2,370-70.2% | $2,281-69.0% |
| Participant deferral / active EE | $1,661 | $2,856-41.8% | $3,550-53.2% | $3,203-48.1% |
| Admin fee / account holder | $161 | $4,261-96.2% | $5,586-97.1% | $4,296-96.2% |