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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 | $4,741 | $99,875-95.3% | $146,866-96.8% | $86,983-94.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 28.00% | 28.10%-0.1pp | 102.85%-74.9pp | 25.83%+2.2pp |
| Employer contribution / active EE | $471 | $3,224-85.4% | $4,425-89.3% | $2,584-81.8% |
| Participant deferral / active EE | $2,467 | $6,322-61.0% | $7,759-68.2% | $4,194-41.2% |
| Admin fee / account holder | $60 | $7,838-99.2% | $13,620-99.6% | $7,856-99.2% |