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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 | $9,690 | $110,410-91.2% | $102,437-90.5% | $145,897-93.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.29% | 24.85%-13.6pp | 24.95%-13.7pp | 552.29%-541.0pp |
| Employer contribution / active EE | $1,699 | $4,217-59.7% | $3,871-56.1% | $4,663-63.6% |
| Participant deferral / active EE | $2,702 | $5,622-51.9% | $5,060-46.6% | $6,689-59.6% |
| Admin fee / account holder | $153 | $9,745-98.4% | $8,388-98.2% | $13,390-98.9% |