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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 | $7,838 | $103,393-92.4% | $87,103-91.0% | $152,909-94.9% |
| Participation rate | 88.9% | 79.4%+9.5pp | 76.9%+12.0pp | 82.5%+6.4pp |
| Annual return | 24.24% | 28.10%-3.9pp | 28.19%-3.9pp | 345.46%-321.2pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,198 | $4,778-33.1% | $4,049-21.0% | $5,851-45.3% |
| Admin fee / account holder | $73 | $12,195-99.4% | $7,491-99.0% | $11,601-99.4% |