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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 | $12,393 | $98,776-87.5% | $149,745-91.7% | $79,856-84.5% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.5%+13.5pp | 69.6%+26.4pp |
| Annual return | 24.73% | 27.38%-2.6pp | 276.72%-252.0pp | 31.71%-7.0pp |
| Employer contribution / active EE | $2,635 | $3,217-18.1% | $4,646-43.3% | $2,471+6.6% |
| Participant deferral / active EE | $3,569 | $5,681-37.2% | $6,843-47.9% | $3,741-4.6% |
| Admin fee / account holder | $277 | $6,053-95.4% | $9,312-97.0% | $5,306-94.8% |