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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 | $9,489 | $162,136-94.1% | $152,301-93.8% | $154,746-93.9% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 56.27% | 91.02%-34.8pp | 80.50%-24.2pp | 172.34%-116.1pp |
| Employer contribution / active EE | $3,602 | $4,890-26.3% | $4,624-22.1% | $4,379-17.7% |
| Participant deferral / active EE | $5,466 | $8,341-34.5% | $8,004-31.7% | $6,730-18.8% |
| Admin fee / account holder | $12 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |