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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 | $14,439 | $142,426-89.9% | $115,167-87.5% | $152,909-90.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 11.21% | 41.48%-30.3pp | 35.60%-24.4pp | 345.46%-334.3pp |
| Employer contribution / active EE | $3,919 | $4,011-2.3% | $3,179+23.3% | $4,764-17.7% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $106 | $8,464-98.7% | $7,089-98.5% | $11,601-99.1% |