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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 | $6,015 | $53,837-88.8% | $75,714-92.1% | $85,847-93.0% |
| Participation rate | 89.2% | 69.1%+20.1pp | 74.8%+14.4pp | 69.3%+19.9pp |
| Annual return | 28.46% | 24.54%+3.9pp | 104.62%-76.2pp | 318.61%-290.1pp |
| Employer contribution / active EE | $1,042 | $2,017-48.3% | $2,744-62.0% | $2,565-59.4% |
| Participant deferral / active EE | $1,818 | $2,895-37.2% | $3,820-52.4% | $3,952-54.0% |
| Admin fee / account holder | $36 | $3,339-98.9% | $3,619-99.0% | $6,261-99.4% |