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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 | $9,782 | $211,288-95.4% | $178,540-94.5% | $145,884-93.3% |
| Participation rate | 85.7% | 80.8%+4.9pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 27.30% | 30.27%-3.0pp | 27.15%+0.2pp | 551.85%-524.5pp |
| Employer contribution / active EE | $1,688 | $4,574-63.1% | $3,953-57.3% | $4,662-63.8% |
| Participant deferral / active EE | $3,978 | $6,967-42.9% | $6,281-36.7% | $6,690-40.5% |
| Admin fee / account holder | $50 | $12,105-99.6% | $10,424-99.5% | $13,392-99.6% |