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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 | $12,915 | $202,342-93.6% | $172,753-92.5% | $152,909-91.6% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.5%+2.2pp |
| Annual return | 24.04% | 1029.88%-1005.8pp | 803.00%-779.0pp | 345.46%-321.4pp |
| Employer contribution / active EE | $1,945 | $5,857-66.8% | $5,144-62.2% | $4,764-59.2% |
| Participant deferral / active EE | $4,897 | $5,948-17.7% | $5,198-5.8% | $5,851-16.3% |
| Admin fee / account holder | $61 | $17,112-99.6% | $13,956-99.6% | $11,601-99.5% |