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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 | $15,771 | $105,864-85.1% | $90,162-82.5% | $147,585-89.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.42% | 37.63%-19.2pp | 34.88%-16.5pp | 578.57%-560.1pp |
| Employer contribution / active EE | $1,155 | $4,126-72.0% | $3,318-65.2% | $4,876-76.3% |
| Participant deferral / active EE | $4,360 | $5,733-23.9% | $5,287-17.5% | $5,439-19.8% |
| Admin fee / account holder | $197 | $8,046-97.5% | $5,943-96.7% | $10,885-98.2% |