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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 | $10,465 | $55,684-81.2% | $75,900-86.2% | $72,976-85.7% |
| Participation rate | 80.9% | 61.1%+19.7pp | 69.3%+11.6pp | 69.5%+11.4pp |
| Annual return | 712.14% | 27.60%+684.5pp | 30.73%+681.4pp | 81.02%+631.1pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,033 | $2,634-22.8% | $3,604-43.6% | $3,608-43.7% |
| Admin fee / account holder | $158 | $3,981-96.0% | $5,421-97.1% | $5,124-96.9% |