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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 | $21,248 | $150,445-85.9% | $136,297-84.4% | $147,585-85.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.46% | 1049.14%-1023.7pp | 5156.16%-5130.7pp | 578.57%-553.1pp |
| Employer contribution / active EE | $2,171 | $5,256-58.7% | $4,696-53.8% | $4,876-55.5% |
| Participant deferral / active EE | $4,786 | $6,631-27.8% | $6,247-23.4% | $5,439-12.0% |
| Admin fee / account holder | $6 | $10,906-99.9% | $9,244-99.9% | $10,885-99.9% |