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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 | $6,092 | $165,939-96.3% | $122,354-95.0% | $147,586-95.9% |
| Participation rate | 75.0% | 79.6%-4.6pp | 71.6%+3.4pp | 82.8%-7.8pp |
| Annual return | 21.80% | 34.56%-12.8pp | 30.28%-8.5pp | 578.59%-556.8pp |
| Employer contribution / active EE | $2,135 | $5,754-62.9% | $4,051-47.3% | $4,876-56.2% |
| Participant deferral / active EE | $318 | $4,005-92.1% | $3,287-90.3% | $5,439-94.2% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |