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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 | $21,942 | $112,131-80.4% | $95,964-77.1% | $158,982-86.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.35% | 171.19%-160.8pp | 91.64%-81.3pp | 302.99%-292.6pp |
| Employer contribution / active EE | $6,753 | $3,199+111.1% | $2,541+165.7% | $4,763+41.8% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $177 | $10,136-98.3% | $6,797-97.4% | $11,252-98.4% |