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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 | $7,991 | $115,814-93.1% | $101,275-92.1% | $158,982-95.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.59% | 56.16%-45.6pp | 46.48%-35.9pp | 302.99%-292.4pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,150 | $4,958-56.6% | $4,371-50.8% | $5,983-64.1% |
| Admin fee / account holder | $298 | $7,249-95.9% | $5,948-95.0% | $11,252-97.4% |