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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 | $4,263 | $67,602-93.7% | $82,312-94.8% | $70,126-93.9% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.9%+16.0pp | 69.5%+23.3pp |
| Annual return | 327.44% | 21.57%+305.9pp | 25.88%+301.6pp | 73.15%+254.3pp |
| Employer contribution / active EE | $511 | $1,755-70.9% | $2,428-78.9% | $2,343-78.2% |
| Participant deferral / active EE | $1,709 | $2,987-42.8% | $3,706-53.9% | $3,332-48.7% |
| Admin fee / account holder | $48 | $4,512-98.9% | $5,608-99.1% | $4,645-99.0% |