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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 | $13,568 | $72,269-81.2% | $101,271-86.6% | $79,852-83.0% |
| Participation rate | 84.2% | 68.5%+15.7pp | 75.8%+8.4pp | 69.6%+14.6pp |
| Annual return | 30.62% | 22.29%+8.3pp | 46.48%-15.9pp | 31.72%-1.1pp |
| Employer contribution / active EE | $1,564 | $2,692-41.9% | $3,660-57.3% | $2,471-36.7% |
| Participant deferral / active EE | $2,817 | $3,282-14.1% | $4,371-35.5% | $3,740-24.7% |
| Admin fee / account holder | $142 | $4,401-96.8% | $5,948-97.6% | $5,306-97.3% |