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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 | $7,966 | $136,179-94.2% | $98,755-91.9% | $167,518-95.2% |
| Participation rate | 77.8% | 70.2%+7.6pp | 65.7%+12.1pp | 82.1%-4.3pp |
| Annual return | 29.76% | 67.53%-37.8pp | 49.91%-20.2pp | 478.71%-448.9pp |
| Employer contribution / active EE | $1,496 | $2,631-43.1% | $2,067-27.6% | $4,838-69.1% |
| Participant deferral / active EE | $2,545 | $3,716-31.5% | $3,035-16.2% | $6,342-59.9% |
| Admin fee / account holder | $25 | $5,031-99.5% | $4,076-99.4% | $12,312-99.8% |