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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 | $22,053 | $106,864-79.4% | $147,318-85.0% | $82,637-73.3% |
| Participation rate | 88.2% | 75.5%+12.7pp | 82.1%+6.2pp | 68.1%+20.2pp |
| Annual return | 33.99% | 27.49%+6.5pp | 70.43%-36.4pp | 53.51%-19.5pp |
| Employer contribution / active EE | $2,100 | $3,417-38.5% | $4,593-54.3% | $2,552-17.7% |
| Participant deferral / active EE | $5,011 | $6,496-22.9% | $7,906-36.6% | $4,126+21.4% |
| Admin fee / account holder | $46 | $8,415-99.5% | $13,708-99.7% | $7,339-99.4% |