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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 | $5,454 | $124,980-95.6% | $108,359-95.0% | $154,746-96.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 13.35% | 45.00%-31.6pp | 36.89%-23.5pp | 172.34%-159.0pp |
| Employer contribution / active EE | $794 | $2,851-72.1% | $2,399-66.9% | $4,379-81.9% |
| Participant deferral / active EE | $1,271 | $4,743-73.2% | $4,137-69.3% | $6,730-81.1% |
| Admin fee / account holder | $135 | $11,502-98.8% | $9,741-98.6% | $14,365-99.1% |