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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 | $6,607 | $107,809-93.9% | $97,032-93.2% | $155,188-95.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 17.80% | 38.06%-20.3pp | 35.38%-17.6pp | 148.84%-131.0pp |
| Employer contribution / active EE | $1,143 | $2,911-60.7% | $2,629-56.5% | $4,248-73.1% |
| Participant deferral / active EE | $1,521 | $5,129-70.4% | $4,672-67.5% | $6,531-76.7% |
| Admin fee / account holder | $38 | $10,717-99.6% | $9,418-99.6% | $14,480-99.7% |