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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 | $10,583 | $107,368-90.1% | $92,915-88.6% | $152,909-93.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 44.88% | 145.64%-100.8pp | 109.45%-64.6pp | 345.46%-300.6pp |
| Employer contribution / active EE | $2,633 | $4,222-37.7% | $3,653-27.9% | $4,764-44.7% |
| Participant deferral / active EE | $5,393 | $4,848+11.2% | $4,238+27.2% | $5,851-7.8% |
| Admin fee / account holder | $158 | $7,082-97.8% | $5,796-97.3% | $11,601-98.6% |