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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 | $6,431 | $129,737-95.0% | $119,126-94.6% | $154,746-95.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 19.96% | 379.08%-359.1pp | 282.11%-262.1pp | 172.34%-152.4pp |
| Employer contribution / active EE | $1,380 | $4,375-68.5% | $4,034-65.8% | $4,379-68.5% |
| Participant deferral / active EE | $2,422 | $5,842-58.5% | $5,318-54.5% | $6,730-64.0% |
| Admin fee / account holder | $36 | $11,961-99.7% | $10,693-99.7% | $14,365-99.7% |