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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 | $22,244 | $83,061-73.2% | $126,068-82.4% | $94,015-76.3% |
| Participation rate | 96.2% | 81.2%+15.0pp | 84.7%+11.5pp | 70.8%+25.3pp |
| Annual return | 37.05% | 20.41%+16.6pp | 15.01%+22.0pp | 17.84%+19.2pp |
| Employer contribution / active EE | $4,710 | $2,864+64.5% | $3,968+18.7% | $2,790+68.8% |
| Participant deferral / active EE | $9,759 | $7,042+38.6% | $8,214+18.8% | $4,249+129.6% |
| Admin fee / account holder | $29 | $7,208-99.6% | $18,264-99.8% | $8,951-99.7% |