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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 | $8,429 | $52,911-84.1% | $73,309-88.5% | $59,633-85.9% |
| Participation rate | 73.1% | 68.2%+4.9pp | 74.9%-1.8pp | 68.7%+4.4pp |
| Annual return | 9.38% | 12.20%-2.8pp | 5.67%+3.7pp | 2041.45%-2032.1pp |
| Employer contribution / active EE | $1,144 | $1,909-40.0% | $3,237-64.7% | $2,203-48.0% |
| Participant deferral / active EE | $2,435 | $4,069-40.2% | $4,991-51.2% | $3,192-23.7% |
| Admin fee / account holder | $50 | $3,835-98.7% | $5,635-99.1% | $4,297-98.8% |