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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 | $8,635 | $111,830-92.3% | $93,696-90.8% | $145,884-94.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 17.95% | 204.08%-186.1pp | 133.74%-115.8pp | 551.85%-533.9pp |
| Employer contribution / active EE | $645 | $3,093-79.2% | $2,422-73.4% | $4,662-86.2% |
| Participant deferral / active EE | $2,786 | $4,920-43.4% | $4,417-36.9% | $6,690-58.4% |
| Admin fee / account holder | $158 | $10,249-98.5% | $8,287-98.1% | $13,392-98.8% |