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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 | $14,875 | $88,707-83.2% | $74,184-79.9% | $273,972-94.6% |
| Participation rate | 84.6% | 79.4%+5.2pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 5.64% | 11.94%-6.3pp | 17.74%-12.1pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,249 | $3,159-60.5% | $2,370-47.3% | $4,869-74.4% |
| Participant deferral / active EE | $4,180 | $4,212-0.8% | $3,550+17.8% | $5,287-20.9% |
| Admin fee / account holder | $91 | $8,717-99.0% | $5,586-98.4% | $10,133-99.1% |