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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 | $25,759 | $156,616-83.6% | $133,346-80.7% | $198,609-87.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 18.81% | 44.25%-25.4pp | 36.85%-18.0pp | 202.70%-183.9pp |
| Employer contribution / active EE | $2,142 | $3,368-36.4% | $2,853-24.9% | $5,055-57.6% |
| Participant deferral / active EE | $3,378 | $4,920-31.3% | $4,332-22.0% | $6,977-51.6% |
| Admin fee / account holder | $60 | $17,468-99.7% | $14,264-99.6% | $19,030-99.7% |