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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 | $7,057 | $118,708-94.1% | $98,920-92.9% | $158,982-95.6% |
| Participation rate | 88.9% | 77.8%+11.1pp | 76.0%+12.9pp | 82.0%+6.9pp |
| Annual return | 7.77% | 372.49%-364.7pp | 196.47%-188.7pp | 302.99%-295.2pp |
| Employer contribution / active EE | $2,298 | $3,334-31.1% | $2,689-14.6% | $4,763-51.8% |
| Participant deferral / active EE | $2,480 | $5,089-51.3% | $4,245-41.6% | $5,983-58.6% |
| Admin fee / account holder | $74 | $10,134-99.3% | $6,643-98.9% | $11,252-99.3% |