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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 | $9,054 | $100,895-91.0% | $90,430-90.0% | $158,950-94.3% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 16.84% | 1725.54%-1708.7pp | 1293.73%-1276.9pp | 302.91%-286.1pp |
| Employer contribution / active EE | $777 | $3,689-78.9% | $3,262-76.2% | $4,762-83.7% |
| Participant deferral / active EE | $3,396 | $4,347-21.9% | $3,963-14.3% | $5,983-43.2% |
| Admin fee / account holder | $9 | $6,505-99.9% | $5,613-99.8% | $11,248-99.9% |