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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 | $11,416 | $104,937-89.1% | $84,628-86.5% | $152,897-92.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 26.05% | 373.88%-347.8pp | 258.80%-232.7pp | 345.43%-319.4pp |
| Employer contribution / active EE | $1,684 | $3,303-49.0% | $2,653-36.5% | $4,764-64.6% |
| Participant deferral / active EE | $2,694 | $4,690-42.6% | $3,900-30.9% | $5,851-54.0% |
| Admin fee / account holder | $57 | $6,243-99.1% | $4,914-98.8% | $11,599-99.5% |