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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 | $17,623 | $63,346-72.2% | $92,240-80.9% | $70,126-74.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 30.60% | 530.19%-499.6pp | 176.29%-145.7pp | 73.15%-42.5pp |
| Employer contribution / active EE | $559 | $2,471-77.4% | $3,680-84.8% | $2,343-76.1% |
| Participant deferral / active EE | $1,625 | $2,854-43.0% | $3,897-58.3% | $3,332-51.2% |
| Admin fee / account holder | $138 | $3,841-96.4% | $5,194-97.3% | $4,645-97.0% |