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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 | $11,825 | $157,296-92.5% | $141,191-91.6% | $152,897-92.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 30.46% | 64.34%-33.9pp | 71.41%-40.9pp | 345.43%-315.0pp |
| Employer contribution / active EE | $3,194 | $5,262-39.3% | $4,736-32.6% | $4,764-33.0% |
| Participant deferral / active EE | $5,959 | $7,111-16.2% | $6,710-11.2% | $5,851+1.8% |
| Admin fee / account holder | $178 | $12,125-98.5% | $10,264-98.3% | $11,599-98.5% |