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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 | $8,350 | $65,423-87.2% | $98,477-91.5% | $85,856-90.3% |
| Participation rate | 75.9% | 65.0%+10.9pp | 73.3%+2.5pp | 69.3%+6.5pp |
| Annual return | 16.27% | 21.76%-5.5pp | 1493.59%-1477.3pp | 318.58%-302.3pp |
| Employer contribution / active EE | $345 | $2,168-84.1% | $2,961-88.4% | $2,565-86.6% |
| Participant deferral / active EE | $0 | $3,167-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $236 | $4,594-94.9% | $5,951-96.0% | $6,261-96.2% |