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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 | $19,589 | $157,296-87.5% | $141,191-86.1% | $152,897-87.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 32.84% | 64.34%-31.5pp | 71.41%-38.6pp | 345.43%-312.6pp |
| Employer contribution / active EE | $1,517 | $5,262-71.2% | $4,736-68.0% | $4,764-68.1% |
| Participant deferral / active EE | $3,847 | $7,111-45.9% | $6,710-42.7% | $5,851-34.3% |
| Admin fee / account holder | $51 | $12,125-99.6% | $10,264-99.5% | $11,599-99.6% |