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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 | $11,710 | $60,139-80.5% | $90,461-87.1% | $79,856-85.3% |
| Participation rate | 92.6% | 65.0%+27.6pp | 72.7%+19.9pp | 69.6%+23.0pp |
| Annual return | 12.74% | 71.96%-59.2pp | 1294.76%-1282.0pp | 31.71%-19.0pp |
| Employer contribution / active EE | $572 | $2,069-72.3% | $3,264-82.5% | $2,471-76.8% |
| Participant deferral / active EE | $1,525 | $2,939-48.1% | $3,964-61.5% | $3,741-59.2% |
| Admin fee / account holder | $234 | $3,978-94.1% | $5,617-95.8% | $5,306-95.6% |