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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 | $7,066 | $176,402-96.0% | $134,162-94.7% | $158,982-95.6% |
| Participation rate | 90.9% | 78.7%+12.2pp | 72.2%+18.7pp | 82.0%+8.9pp |
| Annual return | 20.95% | 63.66%-42.7pp | 36.35%-15.4pp | 302.99%-282.0pp |
| Employer contribution / active EE | $808 | $5,042-84.0% | $3,705-78.2% | $4,763-83.0% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $55 | $8,719-99.4% | $6,685-99.2% | $11,252-99.5% |