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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 | $9,023 | $68,852-86.9% | $120,524-92.5% | $80,925-88.9% |
| Participation rate | 87.1% | 61.6%+25.5pp | 71.9%+15.2pp | 67.7%+19.4pp |
| Annual return | 15.50% | 23.67%-8.2pp | 107.36%-91.9pp | 35.65%-20.2pp |
| Employer contribution / active EE | $1,477 | $2,063-28.4% | $3,469-57.4% | $2,756-46.4% |
| Participant deferral / active EE | $1,612 | $3,187-49.4% | $4,994-67.7% | $4,299-62.5% |
| Admin fee / account holder | $169 | $5,781-97.1% | $9,440-98.2% | $6,940-97.6% |