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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 | $10,449 | $81,664-87.2% | $70,476-85.2% | $158,966-93.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.77% | 208.59%-193.8pp | 109.12%-94.3pp | 302.95%-288.2pp |
| Employer contribution / active EE | $913 | $3,219-71.6% | $2,738-66.7% | $4,762-80.8% |
| Participant deferral / active EE | $1,630 | $4,556-64.2% | $3,710-56.1% | $5,983-72.8% |
| Admin fee / account holder | $255 | $6,197-95.9% | $3,847-93.4% | $11,250-97.7% |