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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 | $6,112 | $108,882-94.4% | $96,754-93.7% | $154,746-96.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 28.34% | 98.39%-70.1pp | 82.04%-53.7pp | 172.34%-144.0pp |
| Employer contribution / active EE | $847 | $3,018-71.9% | $2,679-68.4% | $4,379-80.7% |
| Participant deferral / active EE | $1,843 | $5,323-65.4% | $4,758-61.3% | $6,730-72.6% |
| Admin fee / account holder | $11 | $10,200-99.9% | $8,905-99.9% | $14,365-99.9% |