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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 | $6,362 | $107,809-94.1% | $97,032-93.4% | $155,188-95.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 19.67% | 38.06%-18.4pp | 35.38%-15.7pp | 148.84%-129.2pp |
| Employer contribution / active EE | $1,029 | $2,911-64.7% | $2,629-60.9% | $4,248-75.8% |
| Participant deferral / active EE | $1,666 | $5,129-67.5% | $4,672-64.3% | $6,531-74.5% |
| Admin fee / account holder | $196 | $10,717-98.2% | $9,418-97.9% | $14,480-98.6% |