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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 | $12,650 | $95,383-86.7% | $185,837-93.2% | $85,856-85.3% |
| Participation rate | 88.5% | 68.8%+19.7pp | 81.7%+6.8pp | 69.3%+19.1pp |
| Annual return | 30.02% | 23.59%+6.4pp | 122.08%-92.1pp | 318.58%-288.6pp |
| Employer contribution / active EE | $2,604 | $3,313-21.4% | $5,168-49.6% | $2,565+1.5% |
| Participant deferral / active EE | $4,072 | $3,423+18.9% | $5,568-26.9% | $3,952+3.0% |
| Admin fee / account holder | $11 | $7,213-99.9% | $16,241-99.9% | $6,261-99.8% |