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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 | $12,464 | $73,978-83.2% | $96,515-87.1% | $75,173-83.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 65.83% | 26.72%+39.1pp | 35.73%+30.1pp | 160.72%-94.9pp |
| Employer contribution / active EE | $6,319 | $2,931+115.6% | $3,740+69.0% | $2,671+136.6% |
| Participant deferral / active EE | $3,888 | $3,660+6.2% | $4,880-20.3% | $4,126-5.8% |
| Admin fee / account holder | $67 | $5,219-98.7% | $6,735-99.0% | $5,651-98.8% |