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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 | $13,765 | $115,903-88.1% | $100,528-86.3% | $158,966-91.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 73.52% | 34.80%+38.7pp | 30.90%+42.6pp | 302.95%-229.4pp |
| Employer contribution / active EE | $3,430 | $4,105-16.4% | $3,419+0.3% | $4,762-28.0% |
| Participant deferral / active EE | $5,880 | $6,677-11.9% | $6,271-6.2% | $5,983-1.7% |
| Admin fee / account holder | $98 | $11,000-99.1% | $8,084-98.8% | $11,250-99.1% |