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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 | $7,377 | $72,177-89.8% | $115,038-93.6% | $59,633-87.6% |
| Participation rate | 94.9% | 72.6%+22.3pp | 81.4%+13.5pp | 68.7%+26.2pp |
| Annual return | 69.44% | 12.02%+57.4pp | 26.14%+43.3pp | 2041.45%-1972.0pp |
| Employer contribution / active EE | $1,229 | $2,841-56.7% | $4,608-73.3% | $2,203-44.2% |
| Participant deferral / active EE | $4,236 | $4,783-11.4% | $6,026-29.7% | $3,192+32.7% |
| Admin fee / account holder | $26 | $4,927-99.5% | $8,175-99.7% | $4,297-99.4% |