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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 | $5,238 | $45,082-88.4% | $69,464-92.5% | $72,975-92.8% |
| Participation rate | 97.7% | 68.5%+29.2pp | 74.6%+23.1pp | 69.5%+28.2pp |
| Annual return | 30.40% | 22.66%+7.7pp | 28.98%+1.4pp | 81.01%-50.6pp |
| Employer contribution / active EE | $1,434 | $2,055-30.2% | $2,779-48.4% | $2,440-41.2% |
| Participant deferral / active EE | $1,327 | $2,604-49.0% | $3,536-62.5% | $3,608-63.2% |
| Admin fee / account holder | $182 | $3,057-94.0% | $3,840-95.3% | $5,124-96.4% |