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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 | $8,008 | $64,324-87.5% | $118,914-93.3% | $79,856-90.0% |
| Participation rate | 79.5% | 64.9%+14.6pp | 75.4%+4.1pp | 69.6%+9.8pp |
| Annual return | 37.59% | 86.45%-48.9pp | 35.89%+1.7pp | 31.71%+5.9pp |
| Employer contribution / active EE | $2,170 | $1,836+18.2% | $3,264-33.5% | $2,471-12.2% |
| Participant deferral / active EE | $2,709 | $2,824-4.1% | $4,266-36.5% | $3,741-27.6% |
| Admin fee / account holder | $257 | $4,040-93.6% | $6,582-96.1% | $5,306-95.2% |