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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 | $7,137 | $114,013-93.7% | $103,693-93.1% | $155,188-95.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 26.84% | 49.31%-22.5pp | 47.61%-20.8pp | 148.84%-122.0pp |
| Employer contribution / active EE | $721 | $3,131-77.0% | $2,920-75.3% | $4,248-83.0% |
| Participant deferral / active EE | $1,548 | $4,970-68.9% | $4,579-66.2% | $6,531-76.3% |
| Admin fee / account holder | $178 | $8,407-97.9% | $7,858-97.7% | $14,480-98.8% |