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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 | $4,973 | $80,992-93.9% | $96,534-94.8% | $75,173-93.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 34.90% | 27.05%+7.9pp | 25.88%+9.0pp | 160.72%-125.8pp |
| Employer contribution / active EE | $1,068 | $2,283-53.2% | $2,965-64.0% | $2,671-60.0% |
| Participant deferral / active EE | $2,568 | $3,929-34.7% | $4,851-47.1% | $4,126-37.8% |
| Admin fee / account holder | $60 | $6,717-99.1% | $8,253-99.3% | $5,651-98.9% |