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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 | $11,367 | $106,749-89.4% | $145,433-92.2% | $82,448-86.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 55.85% | 27.59%+28.3pp | 66.58%-10.7pp | 41.64%+14.2pp |
| Employer contribution / active EE | $3,062 | $3,444-11.1% | $4,554-32.8% | $2,551+20.0% |
| Participant deferral / active EE | $4,016 | $6,519-38.4% | $7,897-49.1% | $4,139-3.0% |
| Admin fee / account holder | $24 | $8,390-99.7% | $13,129-99.8% | $7,234-99.7% |