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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 | $9,145 | $123,155-92.6% | $108,753-91.6% | $155,188-94.1% |
| Participation rate | 82.6% | 75.6%+7.0pp | 71.1%+11.5pp | 80.8%+1.8pp |
| Annual return | 6.77% | 44.73%-38.0pp | 37.47%-30.7pp | 148.84%-142.1pp |
| Employer contribution / active EE | $1,634 | $2,811-41.9% | $2,427-32.6% | $4,248-61.5% |
| Participant deferral / active EE | $1,165 | $4,623-74.8% | $4,115-71.7% | $6,531-82.2% |
| Admin fee / account holder | $176 | $12,126-98.5% | $10,320-98.3% | $14,480-98.8% |