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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 | $5,144 | $77,416-93.4% | $69,464-92.6% | $152,897-96.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 15.92% | 39.08%-23.2pp | 28.98%-13.1pp | 345.43%-329.5pp |
| Employer contribution / active EE | $1,769 | $3,315-46.6% | $2,779-36.4% | $4,764-62.9% |
| Participant deferral / active EE | $0 | $4,413-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $257 | $6,208-95.9% | $3,840-93.3% | $11,599-97.8% |