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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 | $2,724 | $100,938-97.3% | $90,461-97.0% | $158,982-98.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.61% | 1727.20%-1716.6pp | 1294.76%-1284.2pp | 302.99%-292.4pp |
| Employer contribution / active EE | $1,445 | $3,691-60.9% | $3,264-55.7% | $4,763-69.7% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |