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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 | $15,766 | $112,915-86.0% | $90,965-82.7% | $158,950-90.1% |
| Participation rate | 90.9% | 74.7%+16.2pp | 69.0%+21.9pp | 82.0%+8.9pp |
| Annual return | 31.93% | 215.75%-183.8pp | 134.57%-102.6pp | 302.91%-271.0pp |
| Employer contribution / active EE | $2,452 | $2,894-15.3% | $2,122+15.5% | $4,762-48.5% |
| Participant deferral / active EE | $3,098 | $4,128-25.0% | $3,373-8.2% | $5,983-48.2% |
| Admin fee / account holder | $2 | $8,044-100.0% | $5,960-100.0% | $11,248-100.0% |