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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 | $5,747 | $202,430-97.2% | $169,369-96.6% | $139,427-95.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 11.55% | 531.86%-520.3pp | 405.70%-394.1pp | 373.27%-361.7pp |
| Employer contribution / active EE | $1,672 | $4,690-64.4% | $4,011-58.3% | $4,752-64.8% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $10,716-100.0% | $9,009-100.0% | $11,404-100.0% |