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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 | $14,605 | $157,276-90.7% | $141,177-89.7% | $152,885-90.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 49.77% | 64.33%-14.6pp | 71.40%-21.6pp | 345.39%-295.6pp |
| Employer contribution / active EE | $4,415 | $5,262-16.1% | $4,736-6.8% | $4,763-7.3% |
| Participant deferral / active EE | $4,415 | $7,110-37.9% | $6,710-34.2% | $5,851-24.5% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |