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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 | $5,800 | $48,314-88.0% | $67,561-91.4% | $80,925-92.8% |
| Participation rate | 88.5% | 66.4%+22.1pp | 72.9%+15.6pp | 67.7%+20.8pp |
| Annual return | 39.17% | 18.28%+20.9pp | 3525.44%-3486.3pp | 35.65%+3.5pp |
| Employer contribution / active EE | $1,251 | $2,022-38.1% | $2,735-54.3% | $2,756-54.6% |
| Participant deferral / active EE | $1,750 | $2,927-40.2% | $4,003-56.3% | $4,299-59.3% |
| Admin fee / account holder | $0 | $3,690-100.0% | $4,006-100.0% | $6,940-100.0% |