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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 | $4,016 | $127,790-96.9% | $106,555-96.2% | $167,536-97.6% |
| Participation rate | 80.0% | 78.3%+1.7pp | 76.1%+3.9pp | 82.1%-2.1pp |
| Annual return | 25.58% | 33.88%-8.3pp | 26.80%-1.2pp | 478.82%-453.2pp |
| Employer contribution / active EE | $779 | $3,428-77.3% | $2,819-72.4% | $4,839-83.9% |
| Participant deferral / active EE | $2,405 | $5,088-52.7% | $4,399-45.3% | $6,342-62.1% |
| Admin fee / account holder | $0 | $11,229-100.0% | $7,408-100.0% | $12,315-100.0% |