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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 | $10,576 | $110,337-90.4% | $102,383-89.7% | $145,877-92.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.02% | 24.83%-11.8pp | 24.94%-11.9pp | 551.28%-538.3pp |
| Employer contribution / active EE | $2,638 | $4,216-37.4% | $3,870-31.8% | $4,663-43.4% |
| Participant deferral / active EE | $3,710 | $5,621-34.0% | $5,060-26.7% | $6,691-44.6% |
| Admin fee / account holder | $162 | $9,750-98.3% | $8,391-98.1% | $13,402-98.8% |