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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 | $6,294 | $109,411-94.2% | $89,435-93.0% | $158,982-96.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 39.55% | 345.68%-306.1pp | 245.55%-206.0pp | 302.99%-263.4pp |
| Employer contribution / active EE | $1,645 | $3,173-48.1% | $2,587-36.4% | $4,763-65.5% |
| Participant deferral / active EE | $2,111 | $4,600-54.1% | $3,890-45.7% | $5,983-64.7% |
| Admin fee / account holder | $138 | $6,159-97.8% | $4,884-97.2% | $11,252-98.8% |