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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 | $18,794 | $127,790-85.3% | $106,555-82.4% | $167,536-88.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.01% | 33.88%-18.9pp | 26.80%-11.8pp | 478.82%-463.8pp |
| Employer contribution / active EE | $2,561 | $3,428-25.3% | $2,819-9.2% | $4,839-47.1% |
| Participant deferral / active EE | $1,657 | $5,088-67.4% | $4,399-62.3% | $6,342-73.9% |
| Admin fee / account holder | $68 | $11,229-99.4% | $7,408-99.1% | $12,315-99.5% |