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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 | $2,740 | $107,809-97.5% | $97,032-97.2% | $155,188-98.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 18.49% | 38.06%-19.6pp | 35.38%-16.9pp | 148.84%-130.4pp |
| Employer contribution / active EE | $580 | $2,911-80.1% | $2,629-78.0% | $4,248-86.4% |
| Participant deferral / active EE | $1,427 | $5,129-72.2% | $4,672-69.5% | $6,531-78.2% |
| Admin fee / account holder | $125 | $10,717-98.8% | $9,418-98.7% | $14,480-99.1% |