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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 | $1,889 | $106,974-98.2% | $90,796-97.9% | $138,895-98.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 29.35% | 20.10%+9.2pp | 19.29%+10.1pp | 145.39%-116.0pp |
| Employer contribution / active EE | $782 | $2,609-70.0% | $2,294-65.9% | $4,194-81.3% |
| Participant deferral / active EE | $1,292 | $4,455-71.0% | $3,822-66.2% | $6,396-79.8% |
| Admin fee / account holder | $155 | $8,626-98.2% | $7,024-97.8% | $12,562-98.8% |