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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 | $19,587 | $139,948-86.0% | $121,663-83.9% | $154,746-87.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 17.29% | 230.52%-213.2pp | 147.54%-130.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $8,669 | $3,521+146.2% | $3,020+187.0% | $4,379+98.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $111 | $17,321-99.4% | $14,289-99.2% | $14,365-99.2% |