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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 | $2,579 | $97,125-97.3% | $86,233-97.0% | $137,256-98.1% |
| Participation rate | 85.0% | 74.2%+10.8pp | 69.0%+16.0pp | 80.0%+5.0pp |
| Annual return | 22.03% | 74.19%-52.2pp | 61.39%-39.4pp | 220.34%-198.3pp |
| Employer contribution / active EE | $592 | $2,841-79.2% | $2,504-76.4% | $4,156-85.8% |
| Participant deferral / active EE | $959 | $5,180-81.5% | $4,559-79.0% | $6,407-85.0% |
| Admin fee / account holder | $250 | $9,725-97.4% | $8,342-97.0% | $12,270-98.0% |