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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 | $8,680 | $102,422-91.5% | $147,117-94.1% | $80,959-89.3% |
| Participation rate | 78.0% | 75.9%+2.1pp | 82.2%-4.2pp | 67.7%+10.3pp |
| Annual return | 18.06% | 135.16%-117.1pp | 420.54%-402.5pp | 35.67%-17.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,051 | $6,652-39.1% | $8,065-49.8% | $4,300-5.8% |
| Admin fee / account holder | $125 | $7,953-98.4% | $12,993-99.0% | $6,925-98.2% |