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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 | $5,676 | $107,809-94.7% | $97,032-94.2% | $155,188-96.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 21.47% | 38.06%-16.6pp | 35.38%-13.9pp | 148.84%-127.4pp |
| Employer contribution / active EE | $1,439 | $2,911-50.6% | $2,629-45.3% | $4,248-66.1% |
| Participant deferral / active EE | $2,544 | $5,129-50.4% | $4,672-45.6% | $6,531-61.1% |
| Admin fee / account holder | $63 | $10,717-99.4% | $9,418-99.3% | $14,480-99.6% |