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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 | $13,220 | $226,090-94.2% | $182,531-92.8% | $152,885-91.4% |
| Participation rate | 72.7% | 82.5%-9.7pp | 78.0%-5.2pp | 82.5%-9.7pp |
| Annual return | 24.45% | 192.57%-168.1pp | 148.57%-124.1pp | 345.39%-320.9pp |
| Employer contribution / active EE | $623 | $4,978-87.5% | $4,075-84.7% | $4,763-86.9% |
| Participant deferral / active EE | $1,461 | $6,369-77.1% | $5,525-73.5% | $5,851-75.0% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |