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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 | $13,718 | $185,856-92.6% | $170,028-91.9% | $139,456-90.2% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 35.87% | 60.52%-24.7pp | 53.39%-17.5pp | 373.45%-337.6pp |
| Employer contribution / active EE | $1,630 | $7,593-78.5% | $6,788-76.0% | $4,753-65.7% |
| Participant deferral / active EE | $5,091 | $11,623-56.2% | $10,409-51.1% | $6,711-24.1% |
| Admin fee / account holder | $58 | $15,387-99.6% | $12,820-99.6% | $11,407-99.5% |