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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 | $19,959 | $184,000-89.2% | $162,185-87.7% | $152,909-86.9% |
| Participation rate | 85.0% | 88.5%-3.5pp | 87.6%-2.6pp | 82.5%+2.5pp |
| Annual return | 26.55% | 150.80%-124.2pp | 115.61%-89.1pp | 345.46%-318.9pp |
| Employer contribution / active EE | $2,369 | $6,370-62.8% | $5,613-57.8% | $4,764-50.3% |
| Participant deferral / active EE | $4,668 | $8,033-41.9% | $7,297-36.0% | $5,851-20.2% |
| Admin fee / account holder | $17 | $13,124-99.9% | $10,844-99.8% | $11,601-99.9% |