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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 | $4,813 | $166,020-97.1% | $164,866-97.1% | $145,959-96.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.91% | 100.08%-78.2pp | 69.97%-48.1pp | 561.95%-540.0pp |
| Employer contribution / active EE | $1,422 | $5,275-73.0% | $4,343-67.3% | $4,661-69.5% |
| Participant deferral / active EE | $2,508 | $6,961-64.0% | $6,033-58.4% | $6,689-62.5% |
| Admin fee / account holder | $37 | $16,644-99.8% | $12,689-99.7% | $13,398-99.7% |