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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 | $4,509 | $99,652-95.5% | $78,778-94.3% | $147,586-96.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 50.81% | 47.28%+3.5pp | 35.62%+15.2pp | 578.59%-527.8pp |
| Employer contribution / active EE | $1,860 | $2,796-33.5% | $1,986-6.3% | $4,876-61.9% |
| Participant deferral / active EE | $1,580 | $3,664-56.9% | $2,958-46.6% | $5,439-70.9% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |