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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 | $13,893 | $176,105-92.1% | $159,474-91.3% | $167,536-91.7% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 13.44% | 331.91%-318.5pp | 263.68%-250.2pp | 478.82%-465.4pp |
| Employer contribution / active EE | $1,011 | $5,299-80.9% | $4,831-79.1% | $4,839-79.1% |
| Participant deferral / active EE | $4,476 | $7,751-42.3% | $7,353-39.1% | $6,342-29.4% |
| Admin fee / account holder | $97 | $12,559-99.2% | $10,802-99.1% | $12,315-99.2% |