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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 | $8,441 | $113,338-92.6% | $94,993-91.1% | $147,586-94.3% |
| Participation rate | 85.7% | 78.0%+7.7pp | 73.9%+11.8pp | 82.8%+2.9pp |
| Annual return | 24.95% | 20.80%+4.2pp | 27.14%-2.2pp | 578.59%-553.6pp |
| Employer contribution / active EE | $1,211 | $3,160-61.7% | $2,603-53.5% | $4,876-75.2% |
| Participant deferral / active EE | $2,403 | $3,777-36.4% | $3,317-27.6% | $5,439-55.8% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |