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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 | $5,895 | $124,425-95.3% | $112,040-94.7% | $137,256-95.7% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 14.18% | 24.72%-10.5pp | 24.52%-10.3pp | 220.34%-206.2pp |
| Employer contribution / active EE | $949 | $3,411-72.2% | $2,954-67.9% | $4,156-77.2% |
| Participant deferral / active EE | $1,897 | $5,718-66.8% | $5,098-62.8% | $6,407-70.4% |
| Admin fee / account holder | $290 | $15,207-98.1% | $12,098-97.6% | $12,270-97.6% |