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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 | $15,443 | $112,131-86.2% | $95,964-83.9% | $158,982-90.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 21.98% | 171.19%-149.2pp | 91.64%-69.7pp | 302.99%-281.0pp |
| Employer contribution / active EE | $2,112 | $3,199-34.0% | $2,541-16.9% | $4,763-55.7% |
| Participant deferral / active EE | $3,837 | $4,784-19.8% | $4,167-7.9% | $5,983-35.9% |
| Admin fee / account holder | $54 | $10,136-99.5% | $6,797-99.2% | $11,252-99.5% |