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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 | $4,646 | $53,774-91.4% | $134,162-96.5% | $79,852-94.2% |
| Participation rate | 97.6% | 58.8%+38.8pp | 72.2%+25.4pp | 69.6%+27.9pp |
| Annual return | 95.31% | 19.01%+76.3pp | 36.35%+59.0pp | 31.72%+63.6pp |
| Employer contribution / active EE | $695 | $1,322-47.4% | $3,705-81.2% | $2,471-71.9% |
| Participant deferral / active EE | $1,990 | $2,420-17.8% | $3,500-43.1% | $3,740-46.8% |
| Admin fee / account holder | $221 | $3,985-94.5% | $6,685-96.7% | $5,306-95.8% |