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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 | $7,822 | $127,296-93.9% | $109,907-92.9% | $167,536-95.3% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.2%+14.7pp | 82.1%+6.8pp |
| Annual return | 10.67% | 22.97%-12.3pp | 29.46%-18.8pp | 478.82%-468.1pp |
| Employer contribution / active EE | $838 | $3,325-74.8% | $2,844-70.5% | $4,839-82.7% |
| Participant deferral / active EE | $2,923 | $4,513-35.2% | $4,047-27.8% | $6,342-53.9% |
| Admin fee / account holder | $111 | $7,119-98.4% | $6,069-98.2% | $12,315-99.1% |