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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 | $10,304 | $108,897-90.5% | $100,378-89.7% | $145,877-92.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 26.42% | 58.17%-31.8pp | 49.41%-23.0pp | 551.28%-524.9pp |
| Employer contribution / active EE | $822 | $4,420-81.4% | $3,942-79.1% | $4,663-82.4% |
| Participant deferral / active EE | $2,486 | $8,455-70.6% | $8,087-69.3% | $6,691-62.8% |
| Admin fee / account holder | $36 | $9,690-99.6% | $7,899-99.5% | $13,402-99.7% |