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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 | $5,950 | $56,894-89.5% | $84,753-93.0% | $62,881-90.5% |
| Participation rate | 96.6% | 68.5%+28.0pp | 76.6%+20.0pp | 69.3%+27.2pp |
| Annual return | 21.01% | 6.30%+14.7pp | 22.78%-1.8pp | 20.14%+0.9pp |
| Employer contribution / active EE | $3,735 | $2,400+55.6% | $3,574+4.5% | $2,281+63.7% |
| Participant deferral / active EE | $2,817 | $2,709+4.0% | $3,712-24.1% | $3,203-12.0% |
| Admin fee / account holder | $91 | $3,581-97.5% | $5,333-98.3% | $4,296-97.9% |