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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 | $16,005 | $160,040-90.0% | $147,096-89.1% | $145,877-89.0% |
| Participation rate | 81.3% | 84.0%-2.8pp | 82.2%-0.9pp | 80.3%+0.9pp |
| Annual return | 12.31% | 98.49%-86.2pp | 419.75%-407.4pp | 551.28%-539.0pp |
| Employer contribution / active EE | $2,182 | $5,289-58.8% | $4,936-55.8% | $4,663-53.2% |
| Participant deferral / active EE | $3,177 | $8,429-62.3% | $8,071-60.6% | $6,691-52.5% |
| Admin fee / account holder | $8 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |