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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 | $3,812 | $166,131-97.7% | $164,975-97.7% | $145,877-97.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.26% | 100.37%-87.1pp | 70.12%-56.9pp | 551.28%-538.0pp |
| Employer contribution / active EE | $1,466 | $5,276-72.2% | $4,343-66.3% | $4,663-68.6% |
| Participant deferral / active EE | $2,684 | $6,962-61.4% | $6,033-55.5% | $6,691-59.9% |
| Admin fee / account holder | $20 | $16,648-99.9% | $12,688-99.8% | $13,402-99.9% |