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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 | $14,409 | $138,075-89.6% | $123,552-88.3% | $135,379-89.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 3.16% | 153.70%-150.5pp | 119.20%-116.0pp | 519.79%-516.6pp |
| Employer contribution / active EE | $1,599 | $5,152-69.0% | $4,628-65.5% | $4,779-66.5% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $193 | $10,917-98.2% | $9,285-97.9% | $10,828-98.2% |