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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 | $12,572 | $106,918-88.2% | $84,021-85.0% | $152,897-91.8% |
| Participation rate | 77.8% | 75.2%+2.5pp | 69.0%+8.8pp | 82.5%-4.7pp |
| Annual return | 66.78% | 105.01%-38.2pp | 71.32%-4.5pp | 345.43%-278.6pp |
| Employer contribution / active EE | $1,070 | $2,735-60.9% | $1,984-46.1% | $4,764-77.5% |
| Participant deferral / active EE | $1,892 | $4,012-52.8% | $3,239-41.6% | $5,851-67.7% |
| Admin fee / account holder | $15 | $8,288-99.8% | $6,102-99.8% | $11,599-99.9% |