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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 | $10,780 | $109,344-90.1% | $89,400-87.9% | $158,950-93.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 46.58% | 345.73%-299.1pp | 245.64%-199.1pp | 302.91%-256.3pp |
| Employer contribution / active EE | $1,037 | $3,170-67.3% | $2,586-59.9% | $4,762-78.2% |
| Participant deferral / active EE | $4,811 | $4,599+4.6% | $3,890+23.7% | $5,983-19.6% |
| Admin fee / account holder | $55 | $6,154-99.1% | $4,882-98.9% | $11,248-99.5% |