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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 | $9,210 | $53,127-82.7% | $86,597-89.4% | $70,131-86.9% |
| Participation rate | 81.5% | 65.3%+16.2pp | 73.5%+7.9pp | 69.5%+11.9pp |
| Annual return | 20.37% | 27.66%-7.3pp | 964.96%-944.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |