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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 | $7,941 | $165,939-95.2% | $122,354-93.5% | $147,585-94.6% |
| Participation rate | 75.0% | 79.6%-4.6pp | 71.6%+3.4pp | 82.8%-7.8pp |
| Annual return | 13.33% | 34.56%-21.2pp | 30.28%-16.9pp | 578.58%-565.3pp |
| Employer contribution / active EE | $1,997 | $5,754-65.3% | $4,051-50.7% | $4,876-59.0% |
| Participant deferral / active EE | $1,623 | $4,005-59.5% | $3,287-50.6% | $5,439-70.2% |
| Admin fee / account holder | $104 | $7,425-98.6% | $5,479-98.1% | $10,886-99.0% |