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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 | $18,588 | $78,707-76.4% | $117,861-84.2% | $70,126-73.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 13.34% | 23.30%-10.0pp | 335.11%-321.8pp | 73.15%-59.8pp |
| Employer contribution / active EE | $714 | $2,223-67.9% | $3,786-81.1% | $2,343-69.5% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $284 | $5,066-94.4% | $8,021-96.5% | $4,645-93.9% |