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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 | $10,832 | $102,422-89.4% | $147,117-92.6% | $80,959-86.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.15% | 135.16%-118.0pp | 420.54%-403.4pp | 35.67%-18.5pp |
| Employer contribution / active EE | $2,418 | $3,717-34.9% | $4,932-51.0% | $2,757-12.3% |
| Participant deferral / active EE | $4,010 | $6,652-39.7% | $8,065-50.3% | $4,300-6.7% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |