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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 | $15,328 | $113,338-86.5% | $94,993-83.9% | $147,586-89.6% |
| Participation rate | 95.5% | 78.0%+17.5pp | 73.9%+21.6pp | 82.8%+12.6pp |
| Annual return | 20.25% | 20.80%-0.5pp | 27.14%-6.9pp | 578.59%-558.3pp |
| Employer contribution / active EE | $676 | $3,160-78.6% | $2,603-74.0% | $4,876-86.1% |
| Participant deferral / active EE | $2,179 | $3,777-42.3% | $3,317-34.3% | $5,439-59.9% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |