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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 | $13,505 | $91,037-85.2% | $71,671-81.2% | $147,586-90.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 15.78% | 20.48%-4.7pp | 20.65%-4.9pp | 578.59%-562.8pp |
| Employer contribution / active EE | $2,590 | $3,327-22.2% | $2,460+5.3% | $4,876-46.9% |
| Participant deferral / active EE | $8,020 | $4,498+78.3% | $3,438+133.3% | $5,439+47.5% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |