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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 | $7,918 | $58,391-86.4% | $76,667-89.7% | $72,976-89.2% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 16.21% | 2306.65%-2290.4pp | 1166.74%-1150.5pp | 81.02%-64.8pp |
| Employer contribution / active EE | $5,161 | $1,787+188.9% | $2,303+124.1% | $2,440+111.5% |
| Participant deferral / active EE | $1,763 | $2,690-34.5% | $3,336-47.2% | $3,608-51.1% |
| Admin fee / account holder | $0 | $4,014-100.0% | $6,423-100.0% | $5,124-100.0% |