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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 | $4,569 | $99,995-95.4% | $85,063-94.6% | $145,978-96.9% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 14.32% | 83.99%-69.7pp | 66.54%-52.2pp | 550.52%-536.2pp |
| Employer contribution / active EE | $1,407 | $3,231-56.5% | $2,727-48.4% | $4,662-69.8% |
| Participant deferral / active EE | $1,583 | $5,295-70.1% | $4,523-65.0% | $6,690-76.3% |
| Admin fee / account holder | $24 | $7,255-99.7% | $6,155-99.6% | $13,400-99.8% |