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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 | $12,778 | $91,037-86.0% | $71,671-82.2% | $147,585-91.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 25.42% | 20.48%+4.9pp | 20.65%+4.8pp | 578.57%-553.2pp |
| Employer contribution / active EE | $3,354 | $3,327+0.8% | $2,460+36.3% | $4,876-31.2% |
| Participant deferral / active EE | $7,092 | $4,498+57.7% | $3,438+106.3% | $5,439+30.4% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |