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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 | $7,312 | $73,978-90.1% | $96,515-92.4% | $75,173-90.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 39.97% | 26.72%+13.2pp | 35.73%+4.2pp | 160.72%-120.7pp |
| Employer contribution / active EE | $2,232 | $2,931-23.9% | $3,740-40.3% | $2,671-16.5% |
| Participant deferral / active EE | $3,200 | $3,660-12.6% | $4,880-34.4% | $4,126-22.4% |
| Admin fee / account holder | $172 | $5,219-96.7% | $6,735-97.4% | $5,651-97.0% |