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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 | $11,344 | $178,174-93.6% | $156,181-92.7% | $137,256-91.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.65% | 84.19%-64.5pp | 64.87%-45.2pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,591 | $4,972-68.0% | $4,294-62.9% | $4,156-61.7% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $133 | $17,404-99.2% | $14,586-99.1% | $12,270-98.9% |