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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 | $4,818 | $96,388-95.0% | $80,627-94.0% | $139,466-96.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 22.78% | 1352.08%-1329.3pp | 936.76%-914.0pp | 373.66%-350.9pp |
| Employer contribution / active EE | $790 | $3,260-75.8% | $2,723-71.0% | $4,754-83.4% |
| Participant deferral / active EE | $1,266 | $5,224-75.8% | $4,443-71.5% | $6,712-81.1% |
| Admin fee / account holder | $5 | $6,603-99.9% | $5,381-99.9% | $11,409-100.0% |