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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 | $6,006 | $147,556-95.9% | $129,031-95.3% | $198,609-97.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 25.04% | 37.41%-12.4pp | 34.67%-9.6pp | 202.70%-177.7pp |
| Employer contribution / active EE | $2,512 | $3,645-31.1% | $3,226-22.1% | $5,055-50.3% |
| Participant deferral / active EE | $4,402 | $5,760-23.6% | $5,217-15.6% | $6,977-36.9% |
| Admin fee / account holder | $180 | $15,467-98.8% | $13,208-98.6% | $19,030-99.1% |