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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 | $10,983 | $60,119-81.7% | $90,430-87.9% | $79,858-86.2% |
| Participation rate | 93.4% | 65.0%+28.5pp | 72.7%+20.8pp | 69.6%+23.8pp |
| Annual return | 22.71% | 71.94%-49.2pp | 1293.73%-1271.0pp | 31.72%-9.0pp |
| Employer contribution / active EE | $284 | $2,068-86.3% | $3,262-91.3% | $2,471-88.5% |
| Participant deferral / active EE | $3,773 | $2,938+28.4% | $3,963-4.8% | $3,740+0.9% |
| Admin fee / account holder | $238 | $3,976-94.0% | $5,613-95.8% | $5,306-95.5% |