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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 | $10,530 | $111,830-90.6% | $93,696-88.8% | $145,884-92.8% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 10.29% | 204.08%-193.8pp | 133.74%-123.5pp | 551.85%-541.6pp |
| Employer contribution / active EE | $892 | $3,093-71.2% | $2,422-63.2% | $4,662-80.9% |
| Participant deferral / active EE | $1,732 | $4,920-64.8% | $4,417-60.8% | $6,690-74.1% |
| Admin fee / account holder | $151 | $10,249-98.5% | $8,287-98.2% | $13,392-98.9% |