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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 | $5,440 | $148,629-96.3% | $135,982-96.0% | $139,487-96.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 35.74% | 79.33%-43.6pp | 68.32%-32.6pp | 373.84%-338.1pp |
| Employer contribution / active EE | $1,391 | $5,247-73.5% | $4,859-71.4% | $4,755-70.8% |
| Participant deferral / active EE | $2,781 | $8,102-65.7% | $7,760-64.2% | $6,713-58.6% |
| Admin fee / account holder | $60 | $12,406-99.5% | $10,767-99.4% | $11,407-99.5% |