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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 | $6,154 | $153,769-96.0% | $133,975-95.4% | $273,972-97.8% |
| Participation rate | 71.4% | 88.4%-16.9pp | 87.1%-15.6pp | 83.0%-11.6pp |
| Annual return | 81.06% | 36.51%+44.6pp | 29.29%+51.8pp | 41.46%+39.6pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,274 | $6,958-9.8% | $6,282-0.1% | $5,287+18.7% |
| Admin fee / account holder | $31 | $11,765-99.7% | $9,324-99.7% | $10,133-99.7% |