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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 | $13,230 | $127,779-89.6% | $106,551-87.6% | $167,518-92.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.59% | 33.87%-18.3pp | 26.80%-11.2pp | 478.71%-463.1pp |
| Employer contribution / active EE | $1,406 | $3,427-59.0% | $2,819-50.1% | $4,838-70.9% |
| Participant deferral / active EE | $1,977 | $5,088-61.1% | $4,398-55.1% | $6,342-68.8% |
| Admin fee / account holder | $12 | $11,228-99.9% | $7,408-99.8% | $12,312-99.9% |