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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 | $10,012 | $132,634-92.5% | $115,768-91.4% | $137,256-92.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 24.53% | 160.70%-136.2pp | 100.46%-75.9pp | 220.34%-195.8pp |
| Employer contribution / active EE | $1,378 | $3,360-59.0% | $2,940-53.1% | $4,156-66.9% |
| Participant deferral / active EE | $2,286 | $5,619-59.3% | $4,917-53.5% | $6,407-64.3% |
| Admin fee / account holder | $59 | $15,028-99.6% | $12,439-99.5% | $12,270-99.5% |