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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 | $15,025 | $155,840-90.4% | $124,694-88.0% | $167,553-91.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 15.07% | 17.98%-2.9pp | 5144.82%-5129.7pp | 478.89%-463.8pp |
| Employer contribution / active EE | $1,941 | $4,165-53.4% | $3,325-41.6% | $4,840-59.9% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $9,536-100.0% | $7,495-100.0% | $12,316-100.0% |