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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 | $11,742 | $165,912-92.9% | $122,342-90.4% | $147,585-92.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 13.18% | 34.55%-21.4pp | 30.28%-17.1pp | 578.57%-565.4pp |
| Employer contribution / active EE | $414 | $5,754-92.8% | $4,051-89.8% | $4,876-91.5% |
| Participant deferral / active EE | $828 | $4,005-79.3% | $3,287-74.8% | $5,439-84.8% |
| Admin fee / account holder | $20 | $7,424-99.7% | $5,478-99.6% | $10,885-99.8% |