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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 | $9,629 | $157,296-93.9% | $141,191-93.2% | $152,897-93.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 33.85% | 64.34%-30.5pp | 71.41%-37.6pp | 345.43%-311.6pp |
| Employer contribution / active EE | $2,333 | $5,262-55.7% | $4,736-50.7% | $4,764-51.0% |
| Participant deferral / active EE | $3,932 | $7,111-44.7% | $6,710-41.4% | $5,851-32.8% |
| Admin fee / account holder | $175 | $12,125-98.6% | $10,264-98.3% | $11,599-98.5% |