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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 | $7,739 | $75,959-89.8% | $154,114-95.0% | $64,181-87.9% |
| Participation rate | 93.9% | 70.4%+23.5pp | 83.0%+10.9pp | 69.6%+24.4pp |
| Annual return | 1.66% | 30.32%-28.7pp | 735.16%-733.5pp | 7.63%-6.0pp |
| Employer contribution / active EE | $1,804 | $3,350-46.1% | $5,298-65.9% | $2,381-24.2% |
| Participant deferral / active EE | $2,455 | $3,175-22.7% | $5,081-51.7% | $3,470-29.2% |
| Admin fee / account holder | $202 | $5,589-96.4% | $13,411-98.5% | $4,887-95.9% |