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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 | $7,208 | $76,312-90.6% | $67,221-89.3% | $158,966-95.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 44.57% | 22.77%+21.8pp | 20.72%+23.9pp | 302.95%-258.4pp |
| Employer contribution / active EE | $0 | $4,476-100.0% | $3,723-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,698 | $5,264-10.8% | $4,384+7.2% | $5,983-21.5% |
| Admin fee / account holder | $0 | $8,005-100.0% | $5,844-100.0% | $11,250-100.0% |