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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 | $13,258 | $132,634-90.0% | $115,768-88.5% | $137,256-90.3% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.4%+16.5pp | 80.0%+10.9pp |
| Annual return | 45.61% | 160.70%-115.1pp | 100.46%-54.9pp | 220.34%-174.7pp |
| Employer contribution / active EE | $1,690 | $3,360-49.7% | $2,940-42.5% | $4,156-59.3% |
| Participant deferral / active EE | $3,753 | $5,619-33.2% | $4,917-23.7% | $6,407-41.4% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |