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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 | $9,230 | $108,825-91.5% | $156,181-94.1% | $82,448-88.8% |
| Participation rate | 91.1% | 72.4%+18.7pp | 78.8%+12.2pp | 68.1%+23.0pp |
| Annual return | 17.00% | 20.59%-3.6pp | 64.87%-47.9pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,658 | $4,577-41.9% | $6,132-56.7% | $4,139-35.8% |
| Admin fee / account holder | $257 | $9,341-97.2% | $14,586-98.2% | $7,234-96.4% |