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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 | $5,892 | $49,896-88.2% | $80,627-92.7% | $75,173-92.2% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 18.03% | 34.67%-16.6pp | 936.76%-918.7pp | 160.72%-142.7pp |
| Employer contribution / active EE | $1,732 | $1,699+1.9% | $2,723-36.4% | $2,671-35.2% |
| Participant deferral / active EE | $1,952 | $2,992-34.7% | $4,443-56.1% | $4,126-52.7% |
| Admin fee / account holder | $80 | $3,578-97.8% | $5,381-98.5% | $5,651-98.6% |