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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 | $14,637 | $71,208-79.4% | $93,681-84.4% | $80,911-81.9% |
| Participation rate | 96.1% | 60.4%+35.7pp | 68.7%+27.4pp | 67.6%+28.4pp |
| Annual return | 24.07% | 11.27%+12.8pp | 133.47%-109.4pp | 35.63%-11.6pp |
| Employer contribution / active EE | $3,598 | $1,564+130.0% | $2,422+48.6% | $2,756+30.6% |
| Participant deferral / active EE | $6,860 | $4,035+70.0% | $4,415+55.4% | $4,297+59.7% |
| Admin fee / account holder | $270 | $6,951-96.1% | $8,290-96.7% | $6,935-96.1% |