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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 | $15,699 | $116,203-86.5% | $93,621-83.2% | $152,909-89.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 10.58% | 35.96%-25.4pp | 32.76%-22.2pp | 345.46%-334.9pp |
| Employer contribution / active EE | $1,963 | $3,219-39.0% | $2,719-27.8% | $4,764-58.8% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $121 | $10,751-98.9% | $7,890-98.5% | $11,601-99.0% |