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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 | $8,788 | $103,038-91.5% | $90,324-90.3% | $152,909-94.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.60% | 95.25%-73.6pp | 78.15%-56.5pp | 345.46%-323.9pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,512 | $4,282-18.0% | $3,885-9.6% | $5,851-40.0% |
| Admin fee / account holder | $85 | $6,177-98.6% | $5,356-98.4% | $11,601-99.3% |