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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 | $6,716 | $73,518-90.9% | $63,003-89.3% | $147,585-95.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.50% | 175.46%-163.0pp | 87.59%-75.1pp | 578.57%-566.1pp |
| Employer contribution / active EE | $725 | $3,322-78.2% | $2,760-73.7% | $4,876-85.1% |
| Participant deferral / active EE | $1,415 | $4,183-66.2% | $3,329-57.5% | $5,439-74.0% |
| Admin fee / account holder | $36 | $5,952-99.4% | $3,600-99.0% | $10,885-99.7% |