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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 | $7,897 | $57,305-86.2% | $86,640-90.9% | $75,173-89.5% |
| Participation rate | 88.9% | 63.2%+25.7pp | 71.7%+17.2pp | 67.2%+21.7pp |
| Annual return | 15.88% | 2674.24%-2658.4pp | 592.52%-576.6pp | 160.72%-144.8pp |
| Employer contribution / active EE | $1,185 | $2,316-48.8% | $3,024-60.8% | $2,671-55.6% |
| Participant deferral / active EE | $1,033 | $3,320-68.9% | $4,438-76.7% | $4,126-75.0% |
| Admin fee / account holder | $20 | $4,116-99.5% | $5,616-99.6% | $5,651-99.6% |