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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 | $15,627 | $167,415-90.7% | $140,514-88.9% | $198,609-92.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 22.86% | 13.85%+9.0pp | 14.36%+8.5pp | 202.70%-179.8pp |
| Employer contribution / active EE | $2,686 | $4,088-34.3% | $3,378-20.5% | $5,055-46.9% |
| Participant deferral / active EE | $2,686 | $5,579-51.9% | $4,919-45.4% | $6,977-61.5% |
| Admin fee / account holder | $36 | $16,730-99.8% | $13,697-99.7% | $19,030-99.8% |