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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 | $10,212 | $147,556-93.1% | $129,031-92.1% | $198,609-94.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 22.76% | 37.41%-14.6pp | 34.67%-11.9pp | 202.70%-179.9pp |
| Employer contribution / active EE | $1,680 | $3,645-53.9% | $3,226-47.9% | $5,055-66.8% |
| Participant deferral / active EE | $1,693 | $5,760-70.6% | $5,217-67.6% | $6,977-75.7% |
| Admin fee / account holder | $24 | $15,467-99.8% | $13,208-99.8% | $19,030-99.9% |