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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 | $9,653 | $111,830-91.4% | $93,696-89.7% | $145,884-93.4% |
| Participation rate | 92.3% | 74.2%+18.1pp | 68.7%+23.6pp | 80.3%+12.0pp |
| Annual return | 19.36% | 204.08%-184.7pp | 133.74%-114.4pp | 551.85%-532.5pp |
| Employer contribution / active EE | $3,468 | $3,093+12.1% | $2,422+43.2% | $4,662-25.6% |
| Participant deferral / active EE | $2,851 | $4,920-42.0% | $4,417-35.4% | $6,690-57.4% |
| Admin fee / account holder | $42 | $10,249-99.6% | $8,287-99.5% | $13,392-99.7% |