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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 | $2,983 | $88,754-96.6% | $81,820-96.4% | $145,877-98.0% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 20.13% | 1031.77%-1011.6pp | 777.93%-757.8pp | 551.28%-531.2pp |
| Employer contribution / active EE | $1,202 | $3,085-61.0% | $2,915-58.8% | $4,663-74.2% |
| Participant deferral / active EE | $1,323 | $4,648-71.5% | $4,323-69.4% | $6,691-80.2% |
| Admin fee / account holder | $270 | $8,424-96.8% | $7,391-96.3% | $13,402-98.0% |