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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 | $9,874 | $81,643-87.9% | $70,462-86.0% | $158,950-93.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 7.59% | 208.51%-200.9pp | 109.08%-101.5pp | 302.91%-295.3pp |
| Employer contribution / active EE | $1,175 | $3,218-63.5% | $2,737-57.1% | $4,762-75.3% |
| Participant deferral / active EE | $3,517 | $4,555-22.8% | $3,710-5.2% | $5,983-41.2% |
| Admin fee / account holder | $285 | $6,194-95.4% | $3,845-92.6% | $11,248-97.5% |