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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 | $13,889 | $93,346-85.1% | $71,796-80.7% | $273,972-94.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.30% | 130.39%-123.1pp | 78.04%-70.7pp | 41.46%-34.2pp |
| Employer contribution / active EE | $2,317 | $2,733-15.2% | $1,924+20.4% | $4,869-52.4% |
| Participant deferral / active EE | $3,463 | $3,475-0.3% | $2,794+23.9% | $5,287-34.5% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |