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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 | $8,042 | $118,869-93.2% | $96,575-91.7% | $167,518-95.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.80% | 50.49%-35.7pp | 37.79%-23.0pp | 478.71%-463.9pp |
| Employer contribution / active EE | $1,089 | $3,120-65.1% | $2,357-53.8% | $4,838-77.5% |
| Participant deferral / active EE | $1,647 | $4,616-64.3% | $3,849-57.2% | $6,342-74.0% |
| Admin fee / account holder | $0 | $8,067-100.0% | $6,182-100.0% | $12,312-100.0% |