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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 | $10,468 | $105,856-90.1% | $90,161-88.4% | $147,586-92.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.02% | 37.63%-18.6pp | 34.89%-15.9pp | 578.59%-559.6pp |
| Employer contribution / active EE | $1,654 | $4,126-59.9% | $3,318-50.2% | $4,876-66.1% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $20 | $8,046-99.8% | $5,943-99.7% | $10,886-99.8% |