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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 | $8,614 | $104,924-91.8% | $84,623-89.8% | $152,885-94.4% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.5%-7.5pp |
| Annual return | 16.78% | 373.82%-357.0pp | 258.77%-242.0pp | 345.39%-328.6pp |
| Employer contribution / active EE | $843 | $3,302-74.5% | $2,652-68.2% | $4,763-82.3% |
| Participant deferral / active EE | $907 | $4,689-80.6% | $3,899-76.7% | $5,851-84.5% |
| Admin fee / account holder | $192 | $6,242-96.9% | $4,913-96.1% | $11,598-98.3% |