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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 | $3,822 | $81,504-95.3% | $102,437-96.3% | $80,959-95.3% |
| Participation rate | 83.8% | 66.9%+16.9pp | 74.5%+9.3pp | 67.7%+16.1pp |
| Annual return | 18.11% | 25.60%-7.5pp | 24.95%-6.8pp | 35.67%-17.6pp |
| Employer contribution / active EE | $1,529 | $3,104-50.7% | $3,871-60.5% | $2,757-44.5% |
| Participant deferral / active EE | $2,264 | $3,871-41.5% | $5,060-55.3% | $4,300-47.4% |
| Admin fee / account holder | $101 | $6,719-98.5% | $8,388-98.8% | $6,925-98.5% |