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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 | $10,503 | $80,985-87.0% | $96,576-89.1% | $75,181-86.0% |
| Participation rate | 97.1% | 71.8%+25.3pp | 76.0%+21.1pp | 67.2%+29.9pp |
| Annual return | 47.66% | 27.05%+20.6pp | 25.87%+21.8pp | 160.69%-113.0pp |
| Employer contribution / active EE | $3,262 | $2,282+42.9% | $2,965+10.0% | $2,671+22.1% |
| Participant deferral / active EE | $4,227 | $3,929+7.6% | $4,851-12.9% | $4,126+2.4% |
| Admin fee / account holder | $277 | $6,719-95.9% | $8,253-96.6% | $5,650-95.1% |