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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 | $6,833 | $90,617-92.5% | $79,476-91.4% | $135,382-95.0% |
| Participation rate | 85.7% | 76.1%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | 8.58% | 977.57%-969.0pp | 718.21%-709.6pp | 519.77%-511.2pp |
| Employer contribution / active EE | $883 | $3,068-71.2% | $2,800-68.5% | $4,779-81.5% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $181 | $5,907-96.9% | $5,113-96.5% | $10,829-98.3% |