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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 | $15,778 | $98,240-83.9% | $82,312-80.8% | $147,586-89.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 10.16% | 30.85%-20.7pp | 25.88%-15.7pp | 578.59%-568.4pp |
| Employer contribution / active EE | $1,200 | $3,192-62.4% | $2,428-50.6% | $4,876-75.4% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $216 | $8,563-97.5% | $5,608-96.1% | $10,886-98.0% |