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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 | $7,311 | $157,276-95.4% | $141,177-94.8% | $152,885-95.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 30.96% | 64.33%-33.4pp | 71.40%-40.4pp | 345.39%-314.4pp |
| Employer contribution / active EE | $2,201 | $5,262-58.2% | $4,736-53.5% | $4,763-53.8% |
| Participant deferral / active EE | $3,311 | $7,110-53.4% | $6,710-50.7% | $5,851-43.4% |
| Admin fee / account holder | $15 | $12,123-99.9% | $10,263-99.8% | $11,598-99.9% |