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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 | $7,143 | $106,524-93.3% | $152,301-95.3% | $87,485-91.8% |
| Participation rate | 91.4% | 75.8%+15.7pp | 82.4%+9.0pp | 68.9%+22.5pp |
| Annual return | 85.93% | 26.89%+59.0pp | 80.50%+5.4pp | 26.06%+59.9pp |
| Employer contribution / active EE | $1,223 | $3,371-63.7% | $4,624-73.6% | $2,596-52.9% |
| Participant deferral / active EE | $3,672 | $6,525-43.7% | $8,004-54.1% | $4,274-14.1% |
| Admin fee / account holder | $172 | $8,287-97.9% | $14,398-98.8% | $7,775-97.8% |