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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 | $17,711 | $176,402-90.0% | $134,162-86.8% | $158,982-88.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 22.51% | 63.66%-41.1pp | 36.35%-13.8pp | 302.99%-280.5pp |
| Employer contribution / active EE | $774 | $5,042-84.7% | $3,705-79.1% | $4,763-83.8% |
| Participant deferral / active EE | $3,411 | $4,093-16.7% | $3,500-2.5% | $5,983-43.0% |
| Admin fee / account holder | $20 | $8,719-99.8% | $6,685-99.7% | $11,252-99.8% |