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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 | $12,628 | $124,351-89.8% | $109,188-88.4% | $167,553-92.5% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 52.66% | 26.04%+26.6pp | 25.76%+26.9pp | 478.89%-426.2pp |
| Employer contribution / active EE | $1,028 | $4,210-75.6% | $3,723-72.4% | $4,840-78.8% |
| Participant deferral / active EE | $6,604 | $5,257+25.6% | $4,654+41.9% | $6,343+4.1% |
| Admin fee / account holder | $46 | $7,975-99.4% | $6,755-99.3% | $12,316-99.6% |