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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 | $5,429 | $100,203-94.6% | $85,240-93.6% | $145,897-96.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.44% | 84.28%-67.8pp | 66.75%-50.3pp | 552.29%-535.8pp |
| Employer contribution / active EE | $958 | $3,242-70.5% | $2,735-65.0% | $4,663-79.5% |
| Participant deferral / active EE | $2,136 | $5,299-59.7% | $4,527-52.8% | $6,689-68.1% |
| Admin fee / account holder | $116 | $7,265-98.4% | $6,165-98.1% | $13,390-99.1% |