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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 | $3,366 | $108,882-96.9% | $96,754-96.5% | $154,746-97.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 59.10% | 98.39%-39.3pp | 82.04%-22.9pp | 172.34%-113.2pp |
| Employer contribution / active EE | $1,057 | $3,018-65.0% | $2,679-60.5% | $4,379-75.9% |
| Participant deferral / active EE | $1,616 | $5,323-69.6% | $4,758-66.0% | $6,730-76.0% |
| Admin fee / account holder | $11 | $10,200-99.9% | $8,905-99.9% | $14,365-99.9% |