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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 | $4,953 | $125,778-96.1% | $114,563-95.7% | $154,746-96.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 14.76% | 295.14%-280.4pp | 241.09%-226.3pp | 172.34%-157.6pp |
| Employer contribution / active EE | $648 | $2,806-76.9% | $2,592-75.0% | $4,379-85.2% |
| Participant deferral / active EE | $1,609 | $4,445-63.8% | $4,142-61.2% | $6,730-76.1% |
| Admin fee / account holder | $109 | $8,190-98.7% | $7,623-98.6% | $14,365-99.2% |