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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 | $12,600 | $112,131-88.8% | $95,964-86.9% | $158,982-92.1% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.7pp |
| Annual return | 59.85% | 171.19%-111.3pp | 91.64%-31.8pp | 302.99%-243.1pp |
| Employer contribution / active EE | $1,947 | $3,199-39.1% | $2,541-23.4% | $4,763-59.1% |
| Participant deferral / active EE | $5,750 | $4,784+20.2% | $4,167+38.0% | $5,983-3.9% |
| Admin fee / account holder | $56 | $10,136-99.5% | $6,797-99.2% | $11,252-99.5% |