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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 | $11,627 | $99,017-88.3% | $86,587-86.6% | $147,585-92.1% |
| Participation rate | 93.3% | 76.3%+17.0pp | 73.5%+19.8pp | 82.8%+10.5pp |
| Annual return | 32.03% | 1312.37%-1280.3pp | 964.86%-932.8pp | 578.56%-546.5pp |
| Employer contribution / active EE | $1,120 | $3,132-64.2% | $2,839-60.6% | $4,876-77.0% |
| Participant deferral / active EE | $1,346 | $3,972-66.1% | $3,609-62.7% | $5,439-75.2% |
| Admin fee / account holder | $226 | $5,710-96.0% | $4,906-95.4% | $10,885-97.9% |