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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 | $6,133 | $45,872-86.6% | $77,096-92.0% | $68,486-91.0% |
| Participation rate | 97.0% | 55.9%+41.0pp | 67.9%+29.0pp | 67.9%+29.1pp |
| Annual return | 26.82% | 1.73%+25.1pp | 42.35%-15.5pp | -7.85%+34.7pp |
| Employer contribution / active EE | $2,531 | $1,650+53.4% | $2,814-10.1% | $2,597-2.5% |
| Participant deferral / active EE | $4,034 | $2,963+36.2% | $4,429-8.9% | $4,028+0.2% |
| Admin fee / account holder | $98 | $3,041-96.8% | $5,428-98.2% | $5,404-98.2% |