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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 | $6,730 | $138,076-95.1% | $123,553-94.6% | $135,380-95.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 25.13% | 153.70%-128.6pp | 119.21%-94.1pp | 519.81%-494.7pp |
| Employer contribution / active EE | $2,665 | $5,152-48.3% | $4,628-42.4% | $4,779-44.2% |
| Participant deferral / active EE | $4,258 | $6,800-37.4% | $6,426-33.7% | $5,609-24.1% |
| Admin fee / account holder | $228 | $10,917-97.9% | $9,284-97.5% | $10,828-97.9% |