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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 | $17,792 | $116,203-84.7% | $93,621-81.0% | $152,909-88.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 17.69% | 35.96%-18.3pp | 32.76%-15.1pp | 345.46%-327.8pp |
| Employer contribution / active EE | $2,636 | $3,219-18.1% | $2,719-3.1% | $4,764-44.7% |
| Participant deferral / active EE | $1,905 | $4,605-58.6% | $4,070-53.2% | $5,851-67.4% |
| Admin fee / account holder | $24 | $10,751-99.8% | $7,890-99.7% | $11,601-99.8% |