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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 | $9,091 | $94,749-90.4% | $112,899-91.9% | $139,466-93.5% |
| Participation rate | 84.6% | 81.3%+3.3pp | 80.5%+4.1pp | 80.3%+4.3pp |
| Annual return | 22.54% | 40.92%-18.4pp | 34.11%-11.6pp | 373.66%-351.1pp |
| Employer contribution / active EE | $1,483 | $4,630-68.0% | $4,566-67.5% | $4,754-68.8% |
| Participant deferral / active EE | $4,057 | $6,517-37.7% | $6,516-37.7% | $6,712-39.5% |
| Admin fee / account holder | $17 | $8,530-99.8% | $7,047-99.8% | $11,409-99.9% |