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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 | $10,043 | $141,004-92.9% | $112,273-91.1% | $139,456-92.8% |
| Participation rate | 85.7% | 79.2%+6.5pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 86.32% | 32.75%+53.6pp | 30.23%+56.1pp | 373.45%-287.1pp |
| Employer contribution / active EE | $2,555 | $4,285-40.4% | $3,431-25.6% | $4,753-46.2% |
| Participant deferral / active EE | $4,318 | $5,878-26.5% | $4,800-10.0% | $6,711-35.7% |
| Admin fee / account holder | $60 | $9,959-99.4% | $7,752-99.2% | $11,407-99.5% |