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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 | $7,735 | $148,582-94.8% | $135,942-94.3% | $139,456-94.5% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 44.16% | 79.26%-35.1pp | 68.28%-24.1pp | 373.45%-329.3pp |
| Employer contribution / active EE | $1,506 | $5,245-71.3% | $4,858-69.0% | $4,753-68.3% |
| Participant deferral / active EE | $2,819 | $8,101-65.2% | $7,759-63.7% | $6,711-58.0% |
| Admin fee / account holder | $120 | $12,402-99.0% | $10,764-98.9% | $11,407-98.9% |