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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 | $9,110 | $95,406-90.5% | $185,849-95.1% | $85,847-89.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.10% | 23.59%-9.5pp | 122.10%-108.0pp | 318.61%-304.5pp |
| Employer contribution / active EE | $1,041 | $3,314-68.6% | $5,169-79.9% | $2,565-59.4% |
| Participant deferral / active EE | $1,273 | $3,424-62.8% | $5,569-77.1% | $3,952-67.8% |
| Admin fee / account holder | $149 | $7,214-97.9% | $16,244-99.1% | $6,261-97.6% |