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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 | $6,720 | $176,120-96.2% | $159,487-95.8% | $167,553-96.0% |
| Participation rate | 93.3% | 85.0%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 32.98% | 331.95%-299.0pp | 263.71%-230.7pp | 478.89%-445.9pp |
| Employer contribution / active EE | $2,692 | $5,299-49.2% | $4,831-44.3% | $4,840-44.4% |
| Participant deferral / active EE | $3,651 | $7,752-52.9% | $7,354-50.4% | $6,343-42.4% |
| Admin fee / account holder | $128 | $12,561-99.0% | $10,804-98.8% | $12,316-99.0% |