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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 | $14,738 | $217,432-93.2% | $185,849-92.1% | $167,536-91.2% |
| Participation rate | 91.7% | 86.1%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 31.63% | 148.42%-116.8pp | 122.10%-90.5pp | 478.82%-447.2pp |
| Employer contribution / active EE | $1,252 | $5,875-78.7% | $5,169-75.8% | $4,839-74.1% |
| Participant deferral / active EE | $5,281 | $6,357-16.9% | $5,569-5.2% | $6,342-16.7% |
| Admin fee / account holder | $169 | $19,818-99.1% | $16,244-99.0% | $12,315-98.6% |