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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 | $2,761 | $77,920-96.5% | $149,723-98.2% | $75,177-96.3% |
| Participation rate | 94.4% | 65.6%+28.9pp | 78.8%+15.7pp | 67.2%+27.2pp |
| Annual return | 46.61% | 31.72%+14.9pp | 134.50%-87.9pp | 160.75%-114.1pp |
| Employer contribution / active EE | $580 | $3,138-81.5% | $4,821-88.0% | $2,671-78.3% |
| Participant deferral / active EE | $1,160 | $3,411-66.0% | $5,682-79.6% | $4,126-71.9% |
| Admin fee / account holder | $25 | $5,951-99.6% | $13,215-99.8% | $5,651-99.5% |