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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 | $17,936 | $56,287-68.1% | $80,977-77.9% | $62,881-71.5% |
| Participation rate | 96.4% | 68.9%+27.4pp | 75.8%+20.6pp | 69.3%+27.1pp |
| Annual return | 5.88% | 22.13%-16.2pp | 17.11%-11.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,896 | $1,943-2.4% | $3,715-48.9% | $2,281-16.9% |
| Participant deferral / active EE | $1,896 | $4,196-54.8% | $5,696-66.7% | $3,203-40.8% |
| Admin fee / account holder | $42 | $3,742-98.9% | $5,517-99.2% | $4,296-99.0% |