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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 | $14,158 | $82,674-82.9% | $125,363-88.7% | $68,495-79.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 13.48% | -5.97%+19.4pp | 572.15%-558.7pp | -7.84%+21.3pp |
| Employer contribution / active EE | $6,845 | $3,382+102.4% | $4,815+42.2% | $2,596+163.6% |
| Participant deferral / active EE | $5,216 | $6,111-14.7% | $7,447-30.0% | $4,028+29.5% |
| Admin fee / account holder | $50 | $6,276-99.2% | $10,005-99.5% | $5,403-99.1% |