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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 | $4,258 | $77,901-94.5% | $149,717-97.2% | $75,181-94.3% |
| Participation rate | 84.6% | 65.6%+19.0pp | 78.8%+5.8pp | 67.2%+17.4pp |
| Annual return | 33.70% | 31.73%+2.0pp | 134.41%-100.7pp | 160.69%-127.0pp |
| Employer contribution / active EE | $1,409 | $3,137-55.1% | $4,820-70.8% | $2,671-47.2% |
| Participant deferral / active EE | $1,982 | $3,411-41.9% | $5,682-65.1% | $4,126-52.0% |
| Admin fee / account holder | $275 | $5,949-95.4% | $13,213-97.9% | $5,650-95.1% |