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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 | $6,431 | $111,535-94.2% | $105,223-93.9% | $137,256-95.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.96% | 237.85%-217.9pp | 180.65%-160.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,380 | $3,939-65.0% | $3,689-62.6% | $4,156-66.8% |
| Participant deferral / active EE | $2,422 | $5,500-56.0% | $5,072-52.2% | $6,407-62.2% |
| Admin fee / account holder | $36 | $9,721-99.6% | $8,859-99.6% | $12,270-99.7% |