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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 | $8,324 | $151,427-94.5% | $112,860-92.6% | $154,746-94.6% |
| Participation rate | 100.0% | 69.1%+30.9pp | 66.3%+33.7pp | 80.7%+19.3pp |
| Annual return | 19.98% | 30.95%-11.0pp | 35.26%-15.3pp | 172.34%-152.4pp |
| Employer contribution / active EE | $1,548 | $2,750-43.7% | $2,206-29.8% | $4,379-64.7% |
| Participant deferral / active EE | $1,548 | $4,285-63.9% | $3,493-55.7% | $6,730-77.0% |
| Admin fee / account holder | $261 | $7,369-96.5% | $6,841-96.2% | $14,365-98.2% |