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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 | $3,009 | $108,695-97.2% | $74,722-96.0% | $152,897-98.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 14.57% | 114.11%-99.5pp | 753.11%-738.5pp | 345.43%-330.9pp |
| Employer contribution / active EE | $1,250 | $1,504-16.9% | $1,084+15.3% | $4,764-73.8% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $13 | $4,906-99.7% | $3,335-99.6% | $11,599-99.9% |