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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 | $14,844 | $209,428-92.9% | $178,498-91.7% | $158,950-90.7% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 22.79% | 188.78%-166.0pp | 151.09%-128.3pp | 302.91%-280.1pp |
| Employer contribution / active EE | $1,704 | $5,707-70.1% | $5,011-66.0% | $4,762-64.2% |
| Participant deferral / active EE | $3,388 | $5,955-43.1% | $5,202-34.9% | $5,983-43.4% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |