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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 | $8,927 | $99,079-91.0% | $78,002-88.6% | $273,972-96.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 10.33% | 217.93%-207.6pp | 425.99%-415.7pp | 41.46%-31.1pp |
| Employer contribution / active EE | $2,566 | $3,308-22.4% | $2,470+3.9% | $4,869-47.3% |
| Participant deferral / active EE | $3,491 | $4,306-18.9% | $3,497-0.2% | $5,287-34.0% |
| Admin fee / account holder | $297 | $8,954-96.7% | $5,481-94.6% | $10,133-97.1% |