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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 | $4,007 | $100,911-96.0% | $90,440-95.6% | $158,966-97.5% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 17.35% | 1726.62%-1709.3pp | 1294.38%-1277.0pp | 302.95%-285.6pp |
| Employer contribution / active EE | $768 | $3,690-79.2% | $3,263-76.5% | $4,762-83.9% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |