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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 | $13,501 | $165,361-91.8% | $149,715-91.0% | $158,950-91.5% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 75.77% | 348.24%-272.5pp | 276.66%-200.9pp | 302.91%-227.1pp |
| Employer contribution / active EE | $2,344 | $5,103-54.1% | $4,645-49.5% | $4,762-50.8% |
| Participant deferral / active EE | $2,526 | $7,182-64.8% | $6,842-63.1% | $5,983-57.8% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |