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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 | $7,989 | $57,061-86.0% | $85,063-90.6% | $80,911-90.1% |
| Participation rate | 88.2% | 56.3%+31.9pp | 67.5%+20.7pp | 67.6%+20.6pp |
| Annual return | 17.92% | 21.66%-3.7pp | 66.54%-48.6pp | 35.63%-17.7pp |
| Employer contribution / active EE | $1,054 | $1,799-41.4% | $2,727-61.3% | $2,756-61.8% |
| Participant deferral / active EE | $2,404 | $3,110-22.7% | $4,523-46.9% | $4,297-44.1% |
| Admin fee / account holder | $159 | $4,986-96.8% | $6,155-97.4% | $6,935-97.7% |