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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 | $7,812 | $80,992-90.4% | $96,534-91.9% | $75,173-89.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 75.47% | 27.05%+48.4pp | 25.88%+49.6pp | 160.72%-85.2pp |
| Employer contribution / active EE | $1,812 | $2,283-20.6% | $2,965-38.9% | $2,671-32.2% |
| Participant deferral / active EE | $5,562 | $3,929+41.6% | $4,851+14.7% | $4,126+34.8% |
| Admin fee / account holder | $19 | $6,717-99.7% | $8,253-99.8% | $5,651-99.7% |