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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 | $4,836 | $65,034-92.6% | $90,970-94.7% | $79,856-93.9% |
| Participation rate | 90.0% | 61.6%+28.4pp | 69.0%+21.0pp | 69.6%+20.4pp |
| Annual return | 28.35% | 30.45%-2.1pp | 134.60%-106.2pp | 31.71%-3.4pp |
| Employer contribution / active EE | $883 | $1,247-29.2% | $2,122-58.4% | $2,471-64.3% |
| Participant deferral / active EE | $1,443 | $2,512-42.6% | $3,373-57.2% | $3,741-61.4% |
| Admin fee / account holder | $200 | $4,536-95.6% | $5,961-96.6% | $5,306-96.2% |