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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 | $23,351 | $135,639-82.8% | $110,241-78.8% | $135,382-82.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 1.40% | 513.21%-511.8pp | 314.75%-313.4pp | 519.77%-518.4pp |
| Employer contribution / active EE | $2,673 | $4,907-45.5% | $3,827-30.1% | $4,779-44.1% |
| Participant deferral / active EE | $4,291 | $5,507-22.1% | $4,672-8.2% | $5,609-23.5% |
| Admin fee / account holder | $12 | $11,457-99.9% | $8,548-99.9% | $10,829-99.9% |