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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 | $5,369 | $113,338-95.3% | $94,993-94.3% | $147,586-96.4% |
| Participation rate | 86.7% | 78.0%+8.7pp | 73.9%+12.8pp | 82.8%+3.8pp |
| Annual return | 21.15% | 20.80%+0.3pp | 27.14%-6.0pp | 578.59%-557.4pp |
| Employer contribution / active EE | $697 | $3,160-77.9% | $2,603-73.2% | $4,876-85.7% |
| Participant deferral / active EE | $1,594 | $3,777-57.8% | $3,317-52.0% | $5,439-70.7% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |