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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 | $4,011 | $102,245-96.1% | $89,340-95.5% | $137,256-97.1% |
| Participation rate | 80.0% | 74.9%+5.1pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 24.41% | 21.89%+2.5pp | 20.57%+3.8pp | 220.34%-195.9pp |
| Employer contribution / active EE | $687 | $2,529-72.8% | $2,231-69.2% | $4,156-83.5% |
| Participant deferral / active EE | $1,093 | $4,436-75.4% | $3,823-71.4% | $6,407-82.9% |
| Admin fee / account holder | $13 | $8,085-99.8% | $6,704-99.8% | $12,270-99.9% |