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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 | $4,025 | $100,139-96.0% | $85,187-95.3% | $145,884-97.2% |
| Participation rate | 95.8% | 74.1%+21.7pp | 67.5%+28.3pp | 80.3%+15.5pp |
| Annual return | 13.93% | 84.15%-70.2pp | 66.67%-52.7pp | 551.85%-537.9pp |
| Employer contribution / active EE | $2,041 | $3,238-37.0% | $2,732-25.3% | $4,662-56.2% |
| Participant deferral / active EE | $1,283 | $5,296-75.8% | $4,525-71.7% | $6,690-80.8% |
| Admin fee / account holder | $38 | $7,262-99.5% | $6,162-99.4% | $13,392-99.7% |