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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 | $2,788 | $102,938-97.3% | $94,105-97.0% | $138,895-98.0% |
| Participation rate | 90.9% | 74.6%+16.3pp | 71.9%+19.0pp | 79.9%+11.0pp |
| Annual return | 25.16% | 250.28%-225.1pp | 204.55%-179.4pp | 145.39%-120.2pp |
| Employer contribution / active EE | $478 | $2,732-82.5% | $2,504-80.9% | $4,194-88.6% |
| Participant deferral / active EE | $2,367 | $4,196-43.6% | $3,881-39.0% | $6,396-63.0% |
| Admin fee / account holder | $205 | $6,600-96.9% | $6,199-96.7% | $12,562-98.4% |