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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 | $12,075 | $89,259-86.5% | $107,187-88.7% | $82,637-85.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 15.68% | 21.02%-5.3pp | 204.55%-188.9pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,661 | $3,080-46.1% | $3,782-56.1% | $2,552-34.9% |
| Participant deferral / active EE | $3,692 | $4,037-8.6% | $5,096-27.6% | $4,126-10.5% |
| Admin fee / account holder | $217 | $7,381-97.1% | $9,162-97.6% | $7,339-97.0% |