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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 | $5,941 | $102,595-94.2% | $94,057-93.7% | $154,746-96.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 21.33% | 583.42%-562.1pp | 480.62%-459.3pp | 172.34%-151.0pp |
| Employer contribution / active EE | $447 | $3,147-85.8% | $2,933-84.8% | $4,379-89.8% |
| Participant deferral / active EE | $1,601 | $5,118-68.7% | $4,709-66.0% | $6,730-76.2% |
| Admin fee / account holder | $19 | $7,736-99.7% | $7,244-99.7% | $14,365-99.9% |