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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 | $2,601 | $100,901-97.4% | $75,501-96.6% | $147,586-98.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 11.76% | 35.78%-24.0pp | 27.35%-15.6pp | 578.59%-566.8pp |
| Employer contribution / active EE | $823 | $3,253-74.7% | $2,352-65.0% | $4,876-83.1% |
| Participant deferral / active EE | $748 | $4,027-81.4% | $3,142-76.2% | $5,439-86.3% |
| Admin fee / account holder | $54 | $11,285-99.5% | $5,801-99.1% | $10,886-99.5% |