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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 | $6,807 | $169,361-96.0% | $129,397-94.7% | $145,877-95.3% |
| Participation rate | 94.1% | 76.5%+17.6pp | 69.6%+24.5pp | 80.3%+13.8pp |
| Annual return | 17.44% | 14395.54%-14378.1pp | 9453.98%-9436.5pp | 551.28%-533.8pp |
| Employer contribution / active EE | $1,847 | $5,542-66.7% | $4,154-55.5% | $4,663-60.4% |
| Participant deferral / active EE | $3,399 | $4,987-31.9% | $4,167-18.4% | $6,691-49.2% |
| Admin fee / account holder | $71 | $9,903-99.3% | $7,679-99.1% | $13,402-99.5% |