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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 | $4,583 | $69,248-93.4% | $64,101-92.9% | $139,466-96.7% |
| Participation rate | 90.9% | 75.6%+15.3pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 25.34% | 45.95%-20.6pp | 33.72%-8.4pp | 373.66%-348.3pp |
| Employer contribution / active EE | $512 | $3,185-83.9% | $2,749-81.4% | $4,754-89.2% |
| Participant deferral / active EE | $3,032 | $4,682-35.2% | $3,881-21.9% | $6,712-54.8% |
| Admin fee / account holder | $50 | $4,247-98.8% | $3,070-98.4% | $11,409-99.6% |