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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 | $13,146 | $118,854-88.9% | $96,565-86.4% | $167,497-92.2% |
| Participation rate | 86.4% | 75.5%+10.9pp | 69.8%+16.6pp | 82.1%+4.3pp |
| Annual return | 32.08% | 50.49%-18.4pp | 37.78%-5.7pp | 478.62%-446.5pp |
| Employer contribution / active EE | $2,898 | $3,119-7.1% | $2,356+23.0% | $4,838-40.1% |
| Participant deferral / active EE | $5,070 | $4,615+9.9% | $3,848+31.8% | $6,341-20.0% |
| Admin fee / account holder | $92 | $8,065-98.9% | $6,181-98.5% | $12,310-99.3% |