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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 | $10,325 | $198,461-94.8% | $170,436-93.9% | $147,585-93.0% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 18.06% | 257.30%-239.2pp | 205.94%-187.9pp | 578.57%-560.5pp |
| Employer contribution / active EE | $1,692 | $6,184-72.6% | $5,433-68.9% | $4,876-65.3% |
| Participant deferral / active EE | $3,855 | $5,629-31.5% | $4,939-21.9% | $5,439-29.1% |
| Admin fee / account holder | $172 | $16,852-99.0% | $13,880-98.8% | $10,885-98.4% |