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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 | $16,413 | $112,935-85.5% | $90,970-82.0% | $158,966-89.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 29.46% | 215.79%-186.3pp | 134.58%-105.1pp | 302.95%-273.5pp |
| Employer contribution / active EE | $1,461 | $2,895-49.5% | $2,122-31.2% | $4,762-69.3% |
| Participant deferral / active EE | $4,315 | $4,129+4.5% | $3,373+27.9% | $5,983-27.9% |
| Admin fee / account holder | $86 | $8,045-98.9% | $5,960-98.6% | $11,250-99.2% |