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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 | $7,934 | $73,518-89.2% | $63,003-87.4% | $147,585-94.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.60% | 175.46%-157.9pp | 87.59%-70.0pp | 578.56%-561.0pp |
| Employer contribution / active EE | $742 | $3,322-77.7% | $2,760-73.1% | $4,876-84.8% |
| Participant deferral / active EE | $3,493 | $4,183-16.5% | $3,329+4.9% | $5,439-35.8% |
| Admin fee / account holder | $83 | $5,952-98.6% | $3,600-97.7% | $10,885-99.2% |