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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 | $2,280 | $64,480-96.5% | - | $139,466-98.4% |
| Participation rate | 70.0% | 66.6%+3.4pp | - | 80.3%-10.3pp |
| Annual return | 34.32% | 4.96%+29.4pp | - | 373.66%-339.3pp |
| Employer contribution / active EE | $605 | $6,857-91.2% | - | $4,754-87.3% |
| Participant deferral / active EE | $670 | $2,915-77.0% | - | $6,712-90.0% |
| Admin fee / account holder | $11 | $3,931-99.7% | - | $11,409-99.9% |