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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 | $6,378 | $100,125-93.6% | $81,482-92.2% | $145,978-95.6% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.5%+7.4pp | 80.3%-3.4pp |
| Annual return | 42.79% | 34.44%+8.4pp | 24.79%+18.0pp | 550.52%-507.7pp |
| Employer contribution / active EE | $1,078 | $2,977-63.8% | $2,463-56.2% | $4,662-76.9% |
| Participant deferral / active EE | $3,939 | $4,609-14.5% | $3,885+1.4% | $6,690-41.1% |
| Admin fee / account holder | $3 | $8,198-100.0% | $5,761-100.0% | $13,400-100.0% |