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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 | $7,623 | $70,418-89.2% | $96,570-92.1% | $85,847-91.1% |
| Participation rate | 92.5% | 61.8%+30.7pp | 69.8%+22.7pp | 69.3%+23.2pp |
| Annual return | 38.25% | 18.59%+19.7pp | 37.79%+0.5pp | 318.61%-280.4pp |
| Employer contribution / active EE | $620 | $1,413-56.1% | $2,357-73.7% | $2,565-75.8% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $145 | $4,995-97.1% | $6,182-97.7% | $6,261-97.7% |