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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 | $7,139 | $112,112-93.6% | $95,956-92.6% | $158,950-95.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 21.03% | 171.15%-150.1pp | 91.63%-70.6pp | 302.91%-281.9pp |
| Employer contribution / active EE | $809 | $3,199-74.7% | $2,541-68.2% | $4,762-83.0% |
| Participant deferral / active EE | $1,650 | $4,784-65.5% | $4,167-60.4% | $5,983-72.4% |
| Admin fee / account holder | $91 | $10,134-99.1% | $6,797-98.7% | $11,248-99.2% |