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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 | $7,538 | $54,757-86.2% | $90,304-91.7% | $72,975-89.7% |
| Participation rate | 81.7% | 65.2%+16.5pp | 73.3%+8.4pp | 69.5%+12.2pp |
| Annual return | 28.07% | 30.63%-2.6pp | 78.13%-50.1pp | 81.01%-52.9pp |
| Employer contribution / active EE | $1,125 | $2,093-46.3% | $2,855-60.6% | $2,440-53.9% |
| Participant deferral / active EE | $1,305 | $2,887-54.8% | $3,885-66.4% | $3,608-63.8% |
| Admin fee / account holder | $95 | $3,973-97.6% | $5,354-98.2% | $5,124-98.2% |