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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 | $10,559 | $52,306-79.8% | $69,779-84.9% | $62,881-83.2% |
| Participation rate | 97.7% | 67.2%+30.5pp | 71.8%+25.9pp | 69.3%+28.4pp |
| Annual return | 7.55% | 13.35%-5.8pp | 12.99%-5.4pp | 20.14%-12.6pp |
| Employer contribution / active EE | $977 | $1,799-45.7% | $2,338-58.2% | $2,281-57.2% |
| Participant deferral / active EE | $1,673 | $2,395-30.1% | $2,931-42.9% | $3,203-47.8% |
| Admin fee / account holder | $292 | $3,691-92.1% | $4,381-93.3% | $4,296-93.2% |