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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 | $4,008 | $96,388-95.8% | $80,627-95.0% | $139,466-97.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 32.43% | 1352.08%-1319.6pp | 936.76%-904.3pp | 373.66%-341.2pp |
| Employer contribution / active EE | $1,607 | $3,260-50.7% | $2,723-41.0% | $4,754-66.2% |
| Participant deferral / active EE | $2,296 | $5,224-56.1% | $4,443-48.3% | $6,712-65.8% |
| Admin fee / account holder | $9 | $6,603-99.9% | $5,381-99.8% | $11,409-99.9% |