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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 | $23,635 | $149,778-84.2% | $118,946-80.1% | $158,950-85.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 19.05% | 19.95%-0.9pp | 35.89%-16.8pp | 302.91%-283.9pp |
| Employer contribution / active EE | $2,710 | $4,117-34.2% | $3,263-17.0% | $4,762-43.1% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $135 | $8,604-98.4% | $6,581-98.0% | $11,248-98.8% |