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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 | $9,448 | $52,279-81.9% | $89,414-89.4% | $79,852-88.2% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 16.22% | 22.16%-5.9pp | 245.50%-229.3pp | 31.72%-15.5pp |
| Employer contribution / active EE | $2,413 | $1,572+53.5% | $2,586-6.7% | $2,471-2.4% |
| Participant deferral / active EE | $867 | $2,740-68.4% | $3,890-77.7% | $3,740-76.8% |
| Admin fee / account holder | $83 | $3,356-97.5% | $4,883-98.3% | $5,306-98.4% |