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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 | $27,802 | $87,733-68.3% | $106,555-73.9% | $85,847-67.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 75.74% | 21.86%+53.9pp | 26.80%+48.9pp | 318.61%-242.9pp |
| Employer contribution / active EE | $1,990 | $2,073-4.0% | $2,819-29.4% | $2,565-22.4% |
| Participant deferral / active EE | $2,110 | $3,469-39.2% | $4,399-52.0% | $3,952-46.6% |
| Admin fee / account holder | $238 | $6,767-96.5% | $7,408-96.8% | $6,261-96.2% |