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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 | $13,037 | $107,941-87.9% | $91,994-85.8% | $152,897-91.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 26.51% | 89.28%-62.8pp | 69.04%-42.5pp | 345.43%-318.9pp |
| Employer contribution / active EE | $2,796 | $4,212-33.6% | $3,453-19.0% | $4,764-41.3% |
| Participant deferral / active EE | $8,680 | $6,366+36.4% | $5,924+46.5% | $5,851+48.3% |
| Admin fee / account holder | $289 | $10,521-97.3% | $7,744-96.3% | $11,599-97.5% |