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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 | $8,168 | $114,093-92.8% | $96,171-91.5% | $167,536-95.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 17.80% | 190.00%-172.2pp | 192.04%-174.2pp | 478.82%-461.0pp |
| Employer contribution / active EE | $1,983 | $3,429-42.2% | $2,799-29.1% | $4,839-59.0% |
| Participant deferral / active EE | $2,072 | $5,197-60.1% | $4,350-52.4% | $6,342-67.3% |
| Admin fee / account holder | $208 | $6,899-97.0% | $5,538-96.2% | $12,315-98.3% |