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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 | $4,836 | $100,911-95.2% | $90,440-94.7% | $158,966-97.0% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 18.68% | 1726.62%-1707.9pp | 1294.38%-1275.7pp | 302.95%-284.3pp |
| Employer contribution / active EE | $1,106 | $3,690-70.0% | $3,263-66.1% | $4,762-76.8% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $202 | $6,507-96.9% | $5,615-96.4% | $11,250-98.2% |