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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 | $2,159 | $51,638-95.8% | $68,368-96.8% | $82,448-97.4% |
| Participation rate | 96.3% | 63.6%+32.7pp | 73.8%+22.5pp | 68.1%+28.2pp |
| Annual return | 22.90% | 37.53%-14.6pp | 292.57%-269.7pp | 41.64%-18.7pp |
| Employer contribution / active EE | $494 | $2,047-75.8% | $2,649-81.3% | $2,551-80.6% |
| Participant deferral / active EE | $758 | $2,914-74.0% | $4,123-81.6% | $4,139-81.7% |
| Admin fee / account holder | $80 | $4,643-98.3% | $5,150-98.4% | $7,234-98.9% |