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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 | $18,864 | $154,159-87.8% | $130,026-85.5% | $139,456-86.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.65% | 32.50%-11.9pp | -137.26%+157.9pp | 373.45%-352.8pp |
| Employer contribution / active EE | $1,667 | $5,292-68.5% | $4,321-61.4% | $4,753-64.9% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $243 | $14,001-98.3% | $10,608-97.7% | $11,407-97.9% |