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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 | $14,386 | $165,351-91.3% | $149,710-90.4% | $158,931-90.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.42% | 348.19%-332.8pp | 276.63%-261.2pp | 302.86%-287.4pp |
| Employer contribution / active EE | $2,073 | $5,103-59.4% | $4,645-55.4% | $4,761-56.5% |
| Participant deferral / active EE | $2,920 | $7,181-59.3% | $6,842-57.3% | $5,982-51.2% |
| Admin fee / account holder | $110 | $10,807-99.0% | $9,309-98.8% | $11,247-99.0% |