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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 | $8,294 | $101,063-91.8% | $81,473-89.8% | $147,586-94.4% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | 14.84% | 32.41%-17.6pp | 38.78%-23.9pp | 578.59%-563.8pp |
| Employer contribution / active EE | $854 | $3,206-73.3% | $2,568-66.7% | $4,876-82.5% |
| Participant deferral / active EE | $3,168 | $4,242-25.3% | $3,537-10.4% | $5,439-41.8% |
| Admin fee / account holder | $185 | $5,812-96.8% | $4,561-96.0% | $10,886-98.3% |