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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 | $4,423 | $54,763-91.9% | $90,324-95.1% | $72,976-93.9% |
| Participation rate | 96.0% | 65.2%+30.8pp | 73.3%+22.7pp | 69.5%+26.5pp |
| Annual return | 259.19% | 30.63%+228.6pp | 78.15%+181.0pp | 81.02%+178.2pp |
| Employer contribution / active EE | $448 | $2,093-78.6% | $2,856-84.3% | $2,440-81.7% |
| Participant deferral / active EE | $1,980 | $2,887-31.4% | $3,885-49.0% | $3,608-45.1% |
| Admin fee / account holder | $231 | $3,973-94.2% | $5,356-95.7% | $5,124-95.5% |