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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 | $6,761 | $64,311-89.5% | $57,356-88.2% | $125,389-94.6% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 83.2%+4.3pp |
| Annual return | -2.08% | 25.14%-27.2pp | 24.41%-26.5pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,613 | $3,193-49.5% | $2,689-40.0% | $4,866-66.9% |
| Participant deferral / active EE | $992 | $3,846-74.2% | $3,162-68.6% | $5,352-81.5% |
| Admin fee / account holder | $30 | $5,243-99.4% | $3,357-99.1% | $9,541-99.7% |