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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 | $15,016 | $48,570-69.1% | $130,660-88.5% | $72,975-79.4% |
| Participation rate | 86.7% | 58.6%+28.1pp | 71.7%+14.9pp | 69.5%+17.2pp |
| Annual return | 20.60% | 38.63%-18.0pp | 1709.29%-1688.7pp | 81.01%-60.4pp |
| Employer contribution / active EE | $1,771 | $1,334+32.8% | $4,092-56.7% | $2,440-27.4% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $200 | $3,549-94.4% | $5,463-96.3% | $5,124-96.1% |