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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 | $12,342 | $162,812-92.4% | $133,971-90.8% | $158,966-92.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.46% | 41.94%-32.5pp | 45.09%-35.6pp | 302.95%-293.5pp |
| Employer contribution / active EE | $1,560 | $4,976-68.7% | $3,919-60.2% | $4,762-67.3% |
| Participant deferral / active EE | $2,326 | $5,910-60.7% | $5,047-53.9% | $5,983-61.1% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |