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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 | $10,079 | $111,878-91.0% | $93,727-89.2% | $145,897-93.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 23.04% | 204.28%-181.2pp | 133.83%-110.8pp | 552.29%-529.2pp |
| Employer contribution / active EE | $1,540 | $3,092-50.2% | $2,421-36.4% | $4,663-67.0% |
| Participant deferral / active EE | $1,540 | $4,920-68.7% | $4,417-65.1% | $6,689-77.0% |
| Admin fee / account holder | $52 | $10,256-99.5% | $8,292-99.4% | $13,390-99.6% |