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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 | $2,591 | $118,695-97.8% | $98,916-97.4% | $158,950-98.4% |
| Participation rate | 93.8% | 77.8%+15.9pp | 76.0%+17.7pp | 82.0%+11.8pp |
| Annual return | 29.94% | 372.39%-342.5pp | 196.45%-166.5pp | 302.91%-273.0pp |
| Employer contribution / active EE | $1,654 | $3,333-50.4% | $2,689-38.5% | $4,762-65.3% |
| Participant deferral / active EE | $1,804 | $5,088-64.5% | $4,245-57.5% | $5,983-69.8% |
| Admin fee / account holder | $130 | $10,132-98.7% | $6,642-98.0% | $11,248-98.8% |