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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 | $4,354 | $63,082-93.1% | $81,716-94.7% | $79,852-94.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 290.09% | 22.66%+267.4pp | 29.49%+260.6pp | 31.72%+258.4pp |
| Employer contribution / active EE | $1,336 | $1,795-25.6% | $4,310-69.0% | $2,471-45.9% |
| Participant deferral / active EE | $1,262 | $2,780-54.6% | $7,108-82.2% | $3,740-66.3% |
| Admin fee / account holder | $66 | $4,428-98.5% | $5,159-98.7% | $5,306-98.7% |