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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 | $10,458 | $106,267-90.2% | $96,520-89.2% | $139,456-92.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.07% | 38.45%-25.4pp | 35.72%-22.6pp | 373.45%-360.4pp |
| Employer contribution / active EE | $1,716 | $4,105-58.2% | $3,739-54.1% | $4,753-63.9% |
| Participant deferral / active EE | $3,757 | $5,454-31.1% | $4,879-23.0% | $6,711-44.0% |
| Admin fee / account holder | $190 | $7,882-97.6% | $6,733-97.2% | $11,407-98.3% |