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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 | $10,460 | $49,025-78.7% | $87,502-88.0% | $62,881-83.4% |
| Participation rate | 91.7% | 64.9%+26.8pp | 73.8%+17.8pp | 69.3%+22.4pp |
| Annual return | 5.34% | 10.02%-4.7pp | 12.21%-6.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $2,333 | $1,372+70.1% | $2,550-8.5% | $2,281+2.3% |
| Participant deferral / active EE | $1,506 | $2,289-34.2% | $3,149-52.2% | $3,203-53.0% |
| Admin fee / account holder | $199 | $4,065-95.1% | $4,221-95.3% | $4,296-95.4% |