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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 | $10,040 | $108,897-90.8% | $100,378-90.0% | $145,877-93.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.49% | 58.17%-40.7pp | 49.41%-31.9pp | 551.28%-533.8pp |
| Employer contribution / active EE | $3,724 | $4,420-15.7% | $3,942-5.5% | $4,663-20.1% |
| Participant deferral / active EE | $4,746 | $8,455-43.9% | $8,087-41.3% | $6,691-29.1% |
| Admin fee / account holder | $49 | $9,690-99.5% | $7,899-99.4% | $13,402-99.6% |