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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 | $2,824 | $101,063-97.2% | $81,473-96.5% | $147,586-98.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 22.30% | 32.41%-10.1pp | 38.78%-16.5pp | 578.59%-556.3pp |
| Employer contribution / active EE | $1,090 | $3,206-66.0% | $2,568-57.6% | $4,876-77.7% |
| Participant deferral / active EE | $2,099 | $4,242-50.5% | $3,537-40.7% | $5,439-61.4% |
| Admin fee / account holder | $166 | $5,812-97.1% | $4,561-96.4% | $10,886-98.5% |