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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 | $4,958 | $115,780-95.7% | $101,255-95.1% | $158,931-96.9% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+8.9pp |
| Annual return | 8.42% | 56.14%-47.7pp | 46.48%-38.1pp | 302.86%-294.4pp |
| Employer contribution / active EE | $2,595 | $4,175-37.8% | $3,660-29.1% | $4,761-45.5% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $7,246-100.0% | $5,946-100.0% | $11,247-100.0% |