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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 | $8,842 | $150,346-94.1% | $120,524-92.7% | $145,877-93.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.65% | 154.40%-143.7pp | 107.36%-96.7pp | 551.28%-540.6pp |
| Employer contribution / active EE | $1,247 | $4,353-71.4% | $3,469-64.0% | $4,663-73.3% |
| Participant deferral / active EE | $1,496 | $6,172-75.8% | $4,994-70.0% | $6,691-77.6% |
| Admin fee / account holder | $54 | $12,215-99.6% | $9,440-99.4% | $13,402-99.6% |