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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 | $1,169 | $22,602-94.8% | $65,583-98.2% | $75,177-98.4% |
| Participation rate | 88.5% | 63.1%+25.4pp | 65.0%+23.5pp | 67.2%+21.3pp |
| Annual return | 26.88% | 71.13%-44.3pp | 47.46%-20.6pp | 160.75%-133.9pp |
| Employer contribution / active EE | $384 | $941-59.2% | $1,692-77.3% | $2,671-85.6% |
| Participant deferral / active EE | $717 | $1,695-57.7% | $2,833-74.7% | $4,126-82.6% |
| Admin fee / account holder | $239 | $1,877-87.3% | $4,112-94.2% | $5,651-95.8% |