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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 | $8,683 | $111,814-92.2% | $103,378-91.6% | $145,978-94.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.17% | 24.80%-6.6pp | 24.91%-6.7pp | 550.52%-532.4pp |
| Employer contribution / active EE | $1,940 | $4,215-54.0% | $3,870-49.9% | $4,662-58.4% |
| Participant deferral / active EE | $1,957 | $5,618-65.2% | $5,058-61.3% | $6,690-70.8% |
| Admin fee / account holder | $35 | $9,764-99.6% | $8,401-99.6% | $13,400-99.7% |