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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 | $2,726 | $93,346-97.1% | $71,796-96.2% | $273,972-99.0% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.1%+14.2pp | 83.0%+0.3pp |
| Annual return | 10.81% | 130.39%-119.6pp | 78.04%-67.2pp | 41.46%-30.6pp |
| Employer contribution / active EE | $313 | $2,733-88.5% | $1,924-83.7% | $4,869-93.6% |
| Participant deferral / active EE | $769 | $3,475-77.9% | $2,794-72.5% | $5,287-85.5% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |