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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 | $10,745 | $111,785-90.4% | $93,669-88.5% | $145,877-92.6% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 15.37% | 203.79%-188.4pp | 133.59%-118.2pp | 551.28%-535.9pp |
| Employer contribution / active EE | $954 | $3,096-69.2% | $2,424-60.6% | $4,663-79.5% |
| Participant deferral / active EE | $5,026 | $4,919+2.2% | $4,416+13.8% | $6,691-24.9% |
| Admin fee / account holder | $128 | $10,256-98.8% | $8,291-98.5% | $13,402-99.0% |