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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 | $5,955 | $169,161-96.5% | $129,295-95.4% | $145,959-95.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.14% | 14348.07%-14334.9pp | 9429.28%-9416.1pp | 561.95%-548.8pp |
| Employer contribution / active EE | $1,423 | $5,543-74.3% | $4,157-65.8% | $4,661-69.5% |
| Participant deferral / active EE | $1,760 | $4,989-64.7% | $4,169-57.8% | $6,689-73.7% |
| Admin fee / account holder | $30 | $9,878-99.7% | $7,665-99.6% | $13,398-99.8% |