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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 | $10,034 | $99,652-89.9% | $78,778-87.3% | $147,586-93.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.45% | 47.28%-33.8pp | 35.62%-22.2pp | 578.59%-565.1pp |
| Employer contribution / active EE | $2,374 | $2,796-15.1% | $1,986+19.6% | $4,876-51.3% |
| Participant deferral / active EE | $3,668 | $3,664+0.1% | $2,958+24.0% | $5,439-32.6% |
| Admin fee / account holder | $295 | $7,155-95.9% | $5,134-94.3% | $10,886-97.3% |