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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 | $8,897 | $91,167-90.2% | $178,498-95.0% | $79,858-88.9% |
| Participation rate | 92.5% | 69.2%+23.2pp | 81.9%+10.5pp | 69.6%+22.8pp |
| Annual return | 132.86% | 24.19%+108.7pp | 151.09%-18.2pp | 31.72%+101.1pp |
| Employer contribution / active EE | $1,504 | $3,255-53.8% | $5,011-70.0% | $2,471-39.1% |
| Participant deferral / active EE | $2,270 | $3,236-29.9% | $5,202-56.4% | $3,740-39.3% |
| Admin fee / account holder | $135 | $6,747-98.0% | $13,985-99.0% | $5,306-97.5% |