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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 | $29,440 | $183,988-84.0% | $162,177-81.8% | $152,897-80.7% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.5%+7.5pp |
| Annual return | 32.79% | 150.79%-118.0pp | 115.60%-82.8pp | 345.43%-312.6pp |
| Employer contribution / active EE | $3,677 | $6,370-42.3% | $5,613-34.5% | $4,764-22.8% |
| Participant deferral / active EE | $14,444 | $8,032+79.8% | $7,297+98.0% | $5,851+146.9% |
| Admin fee / account holder | $151 | $13,123-98.9% | $10,843-98.6% | $11,599-98.7% |