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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 | $950 | $29,733-96.8% | $56,025-98.3% | $80,959-98.8% |
| Participation rate | 87.9% | 41.7%+46.2pp | 52.5%+35.4pp | 67.7%+20.2pp |
| Annual return | 13.03% | 35.28%-22.3pp | 1712.69%-1699.7pp | 35.67%-22.6pp |
| Employer contribution / active EE | $251 | $672-62.6% | $1,042-75.9% | $2,757-90.9% |
| Participant deferral / active EE | $308 | $1,229-74.9% | $1,955-84.2% | $4,300-92.8% |
| Admin fee / account holder | $20 | $2,434-99.2% | $2,828-99.3% | $6,925-99.7% |