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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 | $7,828 | $104,937-92.5% | $84,628-90.8% | $152,897-94.9% |
| Participation rate | 76.2% | 74.8%+1.4pp | 68.2%+8.0pp | 82.5%-6.3pp |
| Annual return | 29.28% | 373.88%-344.6pp | 258.80%-229.5pp | 345.43%-316.1pp |
| Employer contribution / active EE | $347 | $3,303-89.5% | $2,653-86.9% | $4,764-92.7% |
| Participant deferral / active EE | $2,227 | $4,690-52.5% | $3,900-42.9% | $5,851-61.9% |
| Admin fee / account holder | $131 | $6,243-97.9% | $4,914-97.3% | $11,599-98.9% |