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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 | $4,055 | $76,407-94.7% | $150,298-97.3% | $82,448-95.1% |
| Participation rate | 88.9% | 66.4%+22.5pp | 77.8%+11.1pp | 68.1%+20.8pp |
| Annual return | 22.61% | 39.99%-17.4pp | 62.79%-40.2pp | 41.64%-19.0pp |
| Employer contribution / active EE | $992 | $2,614-62.0% | $4,154-76.1% | $2,551-61.1% |
| Participant deferral / active EE | $1,421 | $3,214-55.8% | $5,453-73.9% | $4,139-65.7% |
| Admin fee / account holder | $61 | $6,352-99.0% | $14,116-99.6% | $7,234-99.2% |