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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 | $9,079 | $56,287-83.9% | $80,977-88.8% | $62,881-85.6% |
| Participation rate | 95.1% | 68.9%+26.2pp | 75.8%+19.3pp | 69.3%+25.8pp |
| Annual return | 11.54% | 22.13%-10.6pp | 17.11%-5.6pp | 20.14%-8.6pp |
| Employer contribution / active EE | $1,243 | $1,943-36.0% | $3,715-66.5% | $2,281-45.5% |
| Participant deferral / active EE | $2,848 | $4,196-32.1% | $5,696-50.0% | $3,203-11.1% |
| Admin fee / account holder | $178 | $3,742-95.2% | $5,517-96.8% | $4,296-95.9% |