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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 | $3,843 | $58,241-93.4% | $81,780-95.3% | $80,911-95.2% |
| Participation rate | 88.5% | 63.4%+25.0pp | 72.4%+16.1pp | 67.6%+20.8pp |
| Annual return | 13.25% | 41.73%-28.5pp | 776.27%-763.0pp | 35.63%-22.4pp |
| Employer contribution / active EE | $691 | $2,343-70.5% | $2,914-76.3% | $2,756-74.9% |
| Participant deferral / active EE | $919 | $3,283-72.0% | $4,321-78.7% | $4,297-78.6% |
| Admin fee / account holder | $150 | $4,973-97.0% | $7,384-98.0% | $6,935-97.8% |