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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 | $3,934 | $37,446-89.5% | $77,552-94.9% | $79,856-95.1% |
| Participation rate | 93.1% | 41.5%+51.6pp | 54.2%+38.9pp | 69.6%+23.5pp |
| Annual return | 39.83% | 39.76%+0.1pp | 54.82%-15.0pp | 31.71%+8.1pp |
| Employer contribution / active EE | $908 | $637+42.6% | $987-7.9% | $2,471-63.2% |
| Participant deferral / active EE | $1,785 | $1,261+41.6% | $1,861-4.1% | $3,741-52.3% |
| Admin fee / account holder | $44 | $2,506-98.2% | $2,859-98.4% | $5,306-99.2% |