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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 | $5,295 | $106,905-95.0% | $84,020-93.7% | $152,885-96.5% |
| Participation rate | 79.2% | 75.2%+3.9pp | 69.0%+10.2pp | 82.5%-3.3pp |
| Annual return | 84.46% | 105.00%-20.5pp | 71.31%+13.2pp | 345.39%-260.9pp |
| Employer contribution / active EE | $1,141 | $2,735-58.3% | $1,984-42.5% | $4,763-76.0% |
| Participant deferral / active EE | $2,186 | $4,012-45.5% | $3,239-32.5% | $5,851-62.6% |
| Admin fee / account holder | $86 | $8,287-99.0% | $6,101-98.6% | $11,598-99.3% |