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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 | $12,456 | $76,312-83.7% | $67,221-81.5% | $158,982-92.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 23.80% | 22.77%+1.0pp | 20.72%+3.1pp | 302.99%-279.2pp |
| Employer contribution / active EE | $1,594 | $4,476-64.4% | $3,723-57.2% | $4,763-66.5% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $4,384-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,005-100.0% | $5,844-100.0% | $11,252-100.0% |