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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 | $9,433 | $105,856-91.1% | $90,161-89.5% | $147,586-93.6% |
| Participation rate | 93.8% | 79.7%+14.0pp | 76.9%+16.9pp | 82.8%+10.9pp |
| Annual return | 34.18% | 37.63%-3.5pp | 34.89%-0.7pp | 578.59%-544.4pp |
| Employer contribution / active EE | $1,750 | $4,126-57.6% | $3,318-47.3% | $4,876-64.1% |
| Participant deferral / active EE | $4,933 | $5,733-14.0% | $5,287-6.7% | $5,439-9.3% |
| Admin fee / account holder | $168 | $8,046-97.9% | $5,943-97.2% | $10,886-98.5% |