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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 | $12,216 | $159,978-92.4% | $147,041-91.7% | $145,978-91.6% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 31.78% | 98.36%-66.6pp | 419.21%-387.4pp | 550.52%-518.7pp |
| Employer contribution / active EE | $2,154 | $5,288-59.3% | $4,935-56.4% | $4,662-53.8% |
| Participant deferral / active EE | $3,952 | $8,429-53.1% | $8,071-51.0% | $6,690-40.9% |
| Admin fee / account holder | $137 | $15,053-99.1% | $13,006-98.9% | $13,400-99.0% |