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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 | $5,974 | $210,698-97.2% | $178,014-96.6% | $145,959-95.9% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 16.59% | 386.27%-369.7pp | 294.80%-278.2pp | 561.95%-545.4pp |
| Employer contribution / active EE | $823 | $4,567-82.0% | $3,950-79.2% | $4,661-82.3% |
| Participant deferral / active EE | $1,303 | $6,958-81.3% | $6,276-79.2% | $6,689-80.5% |
| Admin fee / account holder | $17 | $12,016-99.9% | $10,362-99.8% | $13,398-99.9% |