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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 | $11,704 | $49,239-76.2% | $70,462-83.4% | $79,858-85.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 17.84% | 30.08%-12.2pp | 109.08%-91.2pp | 31.72%-13.9pp |
| Employer contribution / active EE | $898 | $2,100-57.2% | $2,737-67.2% | $2,471-63.7% |
| Participant deferral / active EE | $1,450 | $2,769-47.6% | $3,710-60.9% | $3,740-61.2% |
| Admin fee / account holder | $86 | $2,876-97.0% | $3,845-97.8% | $5,306-98.4% |