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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 | $10,209 | $148,629-93.1% | $135,982-92.5% | $139,487-92.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.77% | 79.33%-57.6pp | 68.32%-46.6pp | 373.84%-352.1pp |
| Employer contribution / active EE | $2,143 | $5,247-59.2% | $4,859-55.9% | $4,755-54.9% |
| Participant deferral / active EE | $4,044 | $8,102-50.1% | $7,760-47.9% | $6,713-39.8% |
| Admin fee / account holder | $78 | $12,406-99.4% | $10,767-99.3% | $11,407-99.3% |