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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 | $6,624 | $107,363-93.8% | $92,909-92.9% | $152,897-95.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 28.29% | 145.63%-117.3pp | 109.44%-81.1pp | 345.43%-317.1pp |
| Employer contribution / active EE | $1,831 | $4,222-56.6% | $3,653-49.9% | $4,764-61.6% |
| Participant deferral / active EE | $2,580 | $4,848-46.8% | $4,238-39.1% | $5,851-55.9% |
| Admin fee / account holder | $18 | $7,082-99.7% | $5,795-99.7% | $11,599-99.8% |