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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 | $4,714 | $100,203-95.3% | $85,240-94.5% | $145,897-96.8% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 18.24% | 84.28%-66.0pp | 66.75%-48.5pp | 552.29%-534.1pp |
| Employer contribution / active EE | $1,358 | $3,242-58.1% | $2,735-50.4% | $4,663-70.9% |
| Participant deferral / active EE | $1,929 | $5,299-63.6% | $4,527-57.4% | $6,689-71.2% |
| Admin fee / account holder | $292 | $7,265-96.0% | $6,165-95.3% | $13,390-97.8% |