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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 | $9,360 | $157,296-94.0% | $141,191-93.4% | $152,897-93.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.70% | 64.34%-45.6pp | 71.41%-52.7pp | 345.43%-326.7pp |
| Employer contribution / active EE | $2,400 | $5,262-54.4% | $4,736-49.3% | $4,764-49.6% |
| Participant deferral / active EE | $4,553 | $7,111-36.0% | $6,710-32.1% | $5,851-22.2% |
| Admin fee / account holder | $173 | $12,125-98.6% | $10,264-98.3% | $11,599-98.5% |