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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 | $2,428 | $63,346-96.2% | $92,240-97.4% | $70,126-96.5% |
| Participation rate | 98.4% | 68.7%+29.7pp | 76.5%+21.9pp | 69.5%+28.9pp |
| Annual return | 20.38% | 530.19%-509.8pp | 176.29%-155.9pp | 73.15%-52.8pp |
| Employer contribution / active EE | $2,048 | $2,471-17.1% | $3,680-44.4% | $2,343-12.6% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $123 | $3,841-96.8% | $5,194-97.6% | $4,645-97.3% |