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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 | $7,597 | $157,276-95.2% | $141,177-94.6% | $152,885-95.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 53.44% | 64.33%-10.9pp | 71.40%-18.0pp | 345.39%-292.0pp |
| Employer contribution / active EE | $3,421 | $5,262-35.0% | $4,736-27.8% | $4,763-28.2% |
| Participant deferral / active EE | $6,302 | $7,110-11.4% | $6,710-6.1% | $5,851+7.7% |
| Admin fee / account holder | $43 | $12,123-99.6% | $10,263-99.6% | $11,598-99.6% |