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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 | $3,299 | $169,356-98.1% | $129,406-97.5% | $145,897-97.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.99% | 14418.62%-14405.6pp | 9468.18%-9455.2pp | 552.29%-539.3pp |
| Employer contribution / active EE | $387 | $5,542-93.0% | $4,155-90.7% | $4,663-91.7% |
| Participant deferral / active EE | $484 | $4,987-90.3% | $4,167-88.4% | $6,689-92.8% |
| Admin fee / account holder | $42 | $9,915-99.6% | $7,689-99.5% | $13,390-99.7% |