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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 | $2,893 | $176,688-98.4% | $130,660-97.8% | $152,909-98.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 12.41% | 2693.08%-2680.7pp | 1709.29%-1696.9pp | 345.46%-333.1pp |
| Employer contribution / active EE | $1,338 | $5,743-76.7% | $4,092-67.3% | $4,764-71.9% |
| Participant deferral / active EE | $1,692 | $4,362-61.2% | $3,603-53.0% | $5,851-71.1% |
| Admin fee / account holder | $53 | $7,131-99.3% | $5,463-99.0% | $11,601-99.5% |