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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 | $7,135 | $110,303-93.5% | $95,759-92.5% | $139,487-94.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 30.11% | 27.19%+2.9pp | 28.42%+1.7pp | 373.84%-343.7pp |
| Employer contribution / active EE | $1,386 | $3,261-57.5% | $2,836-51.1% | $4,755-70.9% |
| Participant deferral / active EE | $2,787 | $4,674-40.4% | $4,244-34.3% | $6,713-58.5% |
| Admin fee / account holder | $12 | $6,615-99.8% | $5,678-99.8% | $11,407-99.9% |