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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 | $3,561 | $103,164-96.5% | $90,259-96.1% | $154,746-97.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 11.47% | 19.25%-7.8pp | 18.88%-7.4pp | 172.34%-160.9pp |
| Employer contribution / active EE | $545 | $2,532-78.5% | $2,291-76.2% | $4,379-87.5% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $3,827-100.0% | $6,730-100.0% |
| Admin fee / account holder | $83 | $8,593-99.0% | $7,267-98.9% | $14,365-99.4% |