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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 | $8,077 | $110,337-92.7% | $102,383-92.1% | $145,877-94.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.45% | 24.83%-9.4pp | 24.94%-9.5pp | 551.28%-535.8pp |
| Employer contribution / active EE | $2,657 | $4,216-37.0% | $3,870-31.3% | $4,663-43.0% |
| Participant deferral / active EE | $2,755 | $5,621-51.0% | $5,060-45.6% | $6,691-58.8% |
| Admin fee / account holder | $207 | $9,750-97.9% | $8,391-97.5% | $13,402-98.5% |