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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 | $10,664 | $106,280-90.0% | $96,538-89.0% | $139,487-92.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 38.48%-38.5pp | 35.74%-35.7pp | 373.84%-373.8pp |
| Employer contribution / active EE | $2,523 | $4,107-38.6% | $3,740-32.5% | $4,755-46.9% |
| Participant deferral / active EE | $8,803 | $5,457+61.3% | $4,880+80.4% | $6,713+31.1% |
| Admin fee / account holder | $74 | $7,888-99.1% | $6,737-98.9% | $11,407-99.4% |