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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 | $2,477 | $54,757-95.5% | $90,304-97.3% | $72,975-96.6% |
| Participation rate | 95.7% | 65.2%+30.6pp | 73.3%+22.5pp | 69.5%+26.3pp |
| Annual return | 34.10% | 30.63%+3.5pp | 78.13%-44.0pp | 81.01%-46.9pp |
| Employer contribution / active EE | $456 | $2,093-78.2% | $2,855-84.0% | $2,440-81.3% |
| Participant deferral / active EE | $1,239 | $2,887-57.1% | $3,885-68.1% | $3,608-65.7% |
| Admin fee / account holder | $0 | $3,973-100.0% | $5,354-100.0% | $5,124-100.0% |