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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 | $3,995 | $95,664-95.8% | $76,902-94.8% | $139,487-97.1% |
| Participation rate | 89.5% | 74.0%+15.5pp | 69.6%+19.9pp | 80.3%+9.1pp |
| Annual return | 38.26% | 55.03%-16.8pp | 37.91%+0.3pp | 373.84%-335.6pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,534-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,895 | $4,626-37.4% | $3,833-24.5% | $6,713-56.9% |
| Admin fee / account holder | $90 | $8,311-98.9% | $5,479-98.4% | $11,407-99.2% |