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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 | $12,860 | $160,070-92.0% | $147,117-91.3% | $145,897-91.2% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.2%-10.0pp | 80.3%-8.1pp |
| Annual return | 21.30% | 98.69%-77.4pp | 420.54%-399.2pp | 552.29%-531.0pp |
| Employer contribution / active EE | $1,708 | $5,285-67.7% | $4,932-65.4% | $4,663-63.4% |
| Participant deferral / active EE | $3,883 | $8,419-53.9% | $8,065-51.9% | $6,689-42.0% |
| Admin fee / account holder | $170 | $15,035-98.9% | $12,993-98.7% | $13,390-98.7% |