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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 | $9,277 | $153,311-93.9% | $109,313-91.5% | $273,972-96.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 9.42% | 29.86%-20.4pp | 22.07%-12.6pp | 41.46%-32.0pp |
| Employer contribution / active EE | $382 | $5,619-93.2% | $3,892-90.2% | $4,869-92.1% |
| Participant deferral / active EE | $765 | $3,932-80.6% | $3,166-75.9% | $5,287-85.5% |
| Admin fee / account holder | $20 | $8,076-99.8% | $5,666-99.6% | $10,133-99.8% |