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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 | $17,923 | $58,828-69.5% | $78,002-77.0% | $62,881-71.5% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 8.71% | 17.16%-8.4pp | 425.99%-417.3pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,105 | $1,672-33.9% | $2,470-55.2% | $2,281-51.5% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $32 | $4,393-99.3% | $5,481-99.4% | $4,296-99.2% |