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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 | $21,381 | $156,616-86.3% | $133,346-84.0% | $198,609-89.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 22.18% | 44.25%-22.1pp | 36.85%-14.7pp | 202.70%-180.5pp |
| Employer contribution / active EE | $3,664 | $3,368+8.8% | $2,853+28.4% | $5,055-27.5% |
| Participant deferral / active EE | $7,007 | $4,920+42.4% | $4,332+61.7% | $6,977+0.4% |
| Admin fee / account holder | $43 | $17,468-99.8% | $14,264-99.7% | $19,030-99.8% |