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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 | $13,399 | $77,817-82.8% | $123,553-89.2% | $64,173-79.1% |
| Participation rate | 98.5% | 74.7%+23.8pp | 82.3%+16.2pp | 69.6%+28.9pp |
| Annual return | 8.25% | 12.49%-4.2pp | 119.21%-111.0pp | 7.63%+0.6pp |
| Employer contribution / active EE | $2,436 | $3,014-19.2% | $4,628-47.4% | $2,381+2.3% |
| Participant deferral / active EE | $4,965 | $5,240-5.2% | $6,426-22.7% | $3,470+43.1% |
| Admin fee / account holder | $266 | $5,519-95.2% | $9,284-97.1% | $4,887-94.6% |