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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 | $14,998 | $150,207-90.0% | $120,380-87.5% | $145,978-89.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 20.16% | 154.28%-134.1pp | 107.28%-87.1pp | 550.52%-530.4pp |
| Employer contribution / active EE | $0 | $4,351-100.0% | $3,465-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,275 | $6,175-47.0% | $4,992-34.4% | $6,690-51.0% |
| Admin fee / account holder | $0 | $12,203-100.0% | $9,421-100.0% | $13,400-100.0% |