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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 | $9,249 | $46,599-80.2% | $64,101-85.6% | $75,173-87.7% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 19.08% | 26.06%-7.0pp | 33.72%-14.6pp | 160.72%-141.6pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,672 | $2,837-41.1% | $3,881-56.9% | $4,126-59.5% |
| Admin fee / account holder | $251 | $2,956-91.5% | $3,070-91.8% | $5,651-95.6% |