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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 | $15,138 | $157,296-90.4% | $141,191-89.3% | $152,897-90.1% |
| Participation rate | 73.9% | 84.8%-10.9pp | 82.5%-8.6pp | 82.5%-8.5pp |
| Annual return | 15.24% | 64.34%-49.1pp | 71.41%-56.2pp | 345.43%-330.2pp |
| Employer contribution / active EE | $2,634 | $5,262-49.9% | $4,736-44.4% | $4,764-44.7% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $58 | $12,125-99.5% | $10,264-99.4% | $11,599-99.5% |