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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 | $10,386 | $148,623-93.0% | $135,974-92.4% | $139,466-92.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 42.58% | 79.30%-36.7pp | 68.30%-25.7pp | 373.66%-331.1pp |
| Employer contribution / active EE | $1,820 | $5,246-65.3% | $4,859-62.5% | $4,754-61.7% |
| Participant deferral / active EE | $3,480 | $8,103-57.1% | $7,760-55.2% | $6,712-48.2% |
| Admin fee / account holder | $35 | $12,406-99.7% | $10,767-99.7% | $11,409-99.7% |