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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 | $22,493 | $124,346-81.9% | $111,306-79.8% | $167,553-86.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.14% | 37.46%-23.3pp | 54.67%-40.5pp | 478.89%-464.7pp |
| Employer contribution / active EE | $4,853 | $3,438+41.2% | $2,732+77.6% | $4,840+0.3% |
| Participant deferral / active EE | $4,288 | $5,182-17.2% | $4,488-4.4% | $6,343-32.4% |
| Admin fee / account holder | $81 | $10,623-99.2% | $7,966-99.0% | $12,316-99.3% |