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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 | $11,051 | $65,034-83.0% | $90,970-87.9% | $79,856-86.2% |
| Participation rate | 73.3% | 61.6%+11.7pp | 69.0%+4.3pp | 69.6%+3.7pp |
| Annual return | 59.60% | 30.45%+29.2pp | 134.60%-75.0pp | 31.71%+27.9pp |
| Employer contribution / active EE | $4,300 | $1,247+244.7% | $2,122+102.7% | $2,471+74.0% |
| Participant deferral / active EE | $2,494 | $2,512-0.7% | $3,373-26.1% | $3,741-33.3% |
| Admin fee / account holder | $171 | $4,536-96.2% | $5,961-97.1% | $5,306-96.8% |