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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 | $1,088 | $162,529-99.3% | $130,788-99.2% | $154,746-99.3% |
| Participation rate | 80.0% | 75.9%+4.1pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 29.31% | 510.48%-481.2pp | 386.44%-357.1pp | 172.34%-143.0pp |
| Employer contribution / active EE | $350 | $4,447-92.1% | $3,558-90.2% | $4,379-92.0% |
| Participant deferral / active EE | $525 | $4,808-89.1% | $4,137-87.3% | $6,730-92.2% |
| Admin fee / account holder | $20 | $7,669-99.7% | $6,673-99.7% | $14,365-99.9% |