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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 | $7,286 | $103,000-92.9% | $90,300-91.9% | $152,885-95.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 34.61% | 95.19%-60.6pp | 78.11%-43.5pp | 345.39%-310.8pp |
| Employer contribution / active EE | $1,712 | $3,138-45.5% | $2,854-40.0% | $4,763-64.1% |
| Participant deferral / active EE | $2,198 | $4,281-48.7% | $3,884-43.4% | $5,851-62.4% |
| Admin fee / account holder | $25 | $6,173-99.6% | $5,353-99.5% | $11,598-99.8% |