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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 | $4,071 | $77,908-94.8% | $149,696-97.3% | $75,173-94.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.95% | 31.73%-17.8pp | 134.46%-120.5pp | 160.72%-146.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $994 | $3,411-70.9% | $5,682-82.5% | $4,126-75.9% |
| Admin fee / account holder | $201 | $5,950-96.6% | $13,212-98.5% | $5,651-96.4% |