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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 | $5,465 | $104,251-94.8% | $91,004-94.0% | $147,586-96.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 12.85% | 27.06%-14.2pp | 4.60%+8.3pp | 578.59%-565.7pp |
| Employer contribution / active EE | $979 | $3,116-68.6% | $2,456-60.1% | $4,876-79.9% |
| Participant deferral / active EE | $1,908 | $4,195-54.5% | $3,548-46.2% | $5,439-64.9% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |