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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 | $5,762 | $64,716-91.1% | $112,258-94.9% | $68,495-91.6% |
| Participation rate | 94.3% | 67.2%+27.2pp | 75.1%+19.3pp | 67.9%+26.4pp |
| Annual return | 90.57% | -11.40%+102.0pp | 27.47%+63.1pp | -7.84%+98.4pp |
| Employer contribution / active EE | $1,624 | $2,746-40.9% | $3,636-55.3% | $2,596-37.5% |
| Participant deferral / active EE | $1,801 | $3,565-49.5% | $4,728-61.9% | $4,028-55.3% |
| Admin fee / account holder | $183 | $5,232-96.5% | $6,411-97.1% | $5,403-96.6% |