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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 | $5,353 | $124,980-95.7% | $108,359-95.1% | $154,746-96.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 27.69% | 45.00%-17.3pp | 36.89%-9.2pp | 172.34%-144.6pp |
| Employer contribution / active EE | $855 | $2,851-70.0% | $2,399-64.4% | $4,379-80.5% |
| Participant deferral / active EE | $1,543 | $4,743-67.5% | $4,137-62.7% | $6,730-77.1% |
| Admin fee / account holder | $20 | $11,502-99.8% | $9,741-99.8% | $14,365-99.9% |