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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 | $8,504 | $104,924-91.9% | $84,623-90.0% | $152,885-94.4% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.5%-2.5pp |
| Annual return | 38.42% | 373.82%-335.4pp | 258.77%-220.3pp | 345.39%-307.0pp |
| Employer contribution / active EE | $2,762 | $3,302-16.3% | $2,652+4.1% | $4,763-42.0% |
| Participant deferral / active EE | $2,457 | $4,689-47.6% | $3,899-37.0% | $5,851-58.0% |
| Admin fee / account holder | $40 | $6,242-99.4% | $4,913-99.2% | $11,598-99.7% |