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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 | $3,089 | $102,635-97.0% | $86,209-96.4% | $139,456-97.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 29.80% | 1923.53%-1893.7pp | 1169.05%-1139.3pp | 373.45%-343.7pp |
| Employer contribution / active EE | $944 | $3,034-68.9% | $2,381-60.3% | $4,753-80.1% |
| Participant deferral / active EE | $1,213 | $4,677-74.1% | $3,986-69.6% | $6,711-81.9% |
| Admin fee / account holder | $182 | $8,661-97.9% | $6,853-97.3% | $11,407-98.4% |