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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 | $15,479 | $58,523-73.6% | $99,475-84.4% | $72,975-78.8% |
| Participation rate | 89.2% | 64.6%+24.5pp | 73.8%+15.3pp | 69.5%+19.7pp |
| Annual return | 21.91% | 28.51%-6.6pp | 30.72%-8.8pp | 81.01%-59.1pp |
| Employer contribution / active EE | $950 | $1,512-37.2% | $2,540-62.6% | $2,440-61.1% |
| Participant deferral / active EE | $1,409 | $2,606-45.9% | $3,619-61.1% | $3,608-60.9% |
| Admin fee / account holder | $209 | $4,102-94.9% | $6,252-96.7% | $5,124-95.9% |