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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 | $12,250 | $106,003-88.4% | $92,236-86.7% | $147,585-91.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.11% | 50.05%-28.9pp | 176.29%-155.2pp | 578.57%-557.5pp |
| Employer contribution / active EE | $1,529 | $4,333-64.7% | $3,679-58.5% | $4,876-68.7% |
| Participant deferral / active EE | $2,102 | $4,478-53.1% | $3,897-46.1% | $5,439-61.4% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,885-100.0% |