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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 | $8,584 | $105,145-91.8% | $94,664-90.9% | $139,466-93.8% |
| Participation rate | 85.7% | 82.4%+3.3pp | 80.8%+4.9pp | 80.3%+5.4pp |
| Annual return | 24.38% | 38.09%-13.7pp | 156.84%-132.5pp | 373.66%-349.3pp |
| Employer contribution / active EE | $1,701 | $4,107-58.6% | $3,673-53.7% | $4,754-64.2% |
| Participant deferral / active EE | $2,951 | $7,599-61.2% | $7,417-60.2% | $6,712-56.0% |
| Admin fee / account holder | $63 | $8,972-99.3% | $7,222-99.1% | $11,409-99.4% |