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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 | $7,041 | $211,105-96.7% | $178,449-96.1% | $145,978-95.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.71% | 30.19%-10.5pp | 27.09%-7.4pp | 550.52%-530.8pp |
| Employer contribution / active EE | $1,000 | $4,569-78.1% | $3,951-74.7% | $4,662-78.5% |
| Participant deferral / active EE | $2,500 | $6,959-64.1% | $6,277-60.2% | $6,690-62.6% |
| Admin fee / account holder | $0 | $12,017-100.0% | $10,362-100.0% | $13,400-100.0% |