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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 | $3,552 | $111,814-96.8% | $103,378-96.6% | $145,978-97.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 26.86% | 24.80%+2.1pp | 24.91%+2.0pp | 550.52%-523.7pp |
| Employer contribution / active EE | $877 | $4,215-79.2% | $3,870-77.4% | $4,662-81.2% |
| Participant deferral / active EE | $1,632 | $5,618-71.0% | $5,058-67.7% | $6,690-75.6% |
| Admin fee / account holder | $6 | $9,764-99.9% | $8,401-99.9% | $13,400-100.0% |