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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 | $10,244 | $202,342-94.9% | $172,753-94.1% | $152,909-93.3% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 31.64% | 1029.88%-998.2pp | 803.00%-771.4pp | 345.46%-313.8pp |
| Employer contribution / active EE | $1,503 | $5,857-74.3% | $5,144-70.8% | $4,764-68.5% |
| Participant deferral / active EE | $3,490 | $5,948-41.3% | $5,198-32.9% | $5,851-40.4% |
| Admin fee / account holder | $31 | $17,112-99.8% | $13,956-99.8% | $11,601-99.7% |