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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 | $4,960 | $101,063-95.1% | $81,473-93.9% | $147,586-96.6% |
| Participation rate | 77.8% | 74.5%+3.3pp | 68.0%+9.8pp | 82.8%-5.1pp |
| Annual return | 18.71% | 32.41%-13.7pp | 38.78%-20.1pp | 578.59%-559.9pp |
| Employer contribution / active EE | $633 | $3,206-80.2% | $2,568-75.3% | $4,876-87.0% |
| Participant deferral / active EE | $1,084 | $4,242-74.5% | $3,537-69.4% | $5,439-80.1% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |