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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 | $9,143 | $107,030-91.5% | $73,550-87.6% | $147,586-93.8% |
| Participation rate | 81.8% | 66.4%+15.4pp | 54.9%+26.9pp | 82.8%-1.0pp |
| Annual return | 19.74% | 38.25%-18.5pp | -15.16%+34.9pp | 578.59%-558.9pp |
| Employer contribution / active EE | $1,549 | $1,760-12.0% | $1,219+27.0% | $4,876-68.2% |
| Participant deferral / active EE | $2,129 | $2,458-13.4% | $1,804+18.0% | $5,439-60.9% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |