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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 | $5,589 | $114,013-95.1% | $103,693-94.6% | $155,188-96.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 25.19% | 49.31%-24.1pp | 47.61%-22.4pp | 148.84%-123.6pp |
| Employer contribution / active EE | $1,671 | $3,131-46.6% | $2,920-42.8% | $4,248-60.7% |
| Participant deferral / active EE | $1,245 | $4,970-75.0% | $4,579-72.8% | $6,531-80.9% |
| Admin fee / account holder | $7 | $8,407-99.9% | $7,858-99.9% | $14,480-99.9% |