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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 | $9,887 | $105,160-90.6% | $94,679-89.6% | $139,456-92.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 39.00% | 38.04%+1.0pp | 156.75%-117.8pp | 373.45%-334.5pp |
| Employer contribution / active EE | $2,962 | $4,107-27.9% | $3,673-19.4% | $4,753-37.7% |
| Participant deferral / active EE | $3,156 | $7,599-58.5% | $7,417-57.5% | $6,711-53.0% |
| Admin fee / account holder | $10 | $8,988-99.9% | $7,233-99.9% | $11,407-99.9% |