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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 | $8,645 | $103,392-91.6% | $87,104-90.1% | $152,897-94.3% |
| Participation rate | 92.9% | 79.4%+13.5pp | 76.9%+16.0pp | 82.5%+10.4pp |
| Annual return | 50.00% | 28.10%+21.9pp | 28.19%+21.8pp | 345.43%-295.4pp |
| Employer contribution / active EE | $2,583 | $3,221-19.8% | $2,521+2.5% | $4,764-45.8% |
| Participant deferral / active EE | $4,363 | $4,778-8.7% | $4,048+7.8% | $5,851-25.4% |
| Admin fee / account holder | $19 | $12,194-99.8% | $7,491-99.8% | $11,599-99.8% |