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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 | $5,693 | $58,848-90.3% | $88,179-93.5% | $82,637-93.1% |
| Participation rate | 84.4% | 57.9%+26.5pp | 69.1%+15.3pp | 68.1%+16.4pp |
| Annual return | 14.81% | 22.76%-7.9pp | 64.97%-50.2pp | 53.51%-38.7pp |
| Employer contribution / active EE | $490 | $1,678-70.8% | $2,549-80.8% | $2,552-80.8% |
| Participant deferral / active EE | $1,269 | $3,124-59.4% | $4,614-72.5% | $4,126-69.2% |
| Admin fee / account holder | $293 | $4,795-93.9% | $7,673-96.2% | $7,339-96.0% |