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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 | $11,131 | $100,901-89.0% | $75,501-85.3% | $147,586-92.5% |
| Participation rate | 83.3% | 77.1%+6.2pp | 72.4%+11.0pp | 82.8%+0.5pp |
| Annual return | 21.40% | 35.78%-14.4pp | 27.35%-5.9pp | 578.59%-557.2pp |
| Employer contribution / active EE | $1,897 | $3,253-41.7% | $2,352-19.4% | $4,876-61.1% |
| Participant deferral / active EE | $2,135 | $4,027-47.0% | $3,142-32.1% | $5,439-60.7% |
| Admin fee / account holder | $61 | $11,285-99.5% | $5,801-99.0% | $10,886-99.4% |