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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 | $4,799 | $85,766-94.4% | $136,298-96.5% | $70,126-93.2% |
| Participation rate | 96.4% | 74.2%+22.3pp | 81.9%+14.5pp | 69.5%+26.9pp |
| Annual return | 42.81% | 31.46%+11.4pp | 5156.27%-5113.5pp | 73.15%-30.3pp |
| Employer contribution / active EE | $1,957 | $2,966-34.0% | $4,696-58.3% | $2,343-16.5% |
| Participant deferral / active EE | $3,062 | $5,051-39.4% | $6,247-51.0% | $3,332-8.1% |
| Admin fee / account holder | $156 | $5,421-97.1% | $9,244-98.3% | $4,645-96.7% |