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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 | $16,800 | $86,298-80.5% | $111,308-84.9% | $85,847-80.4% |
| Participation rate | 77.4% | 73.3%+4.1pp | 77.3%+0.1pp | 69.3%+8.1pp |
| Annual return | 108.45% | 19.99%+88.5pp | 54.67%+53.8pp | 318.61%-210.2pp |
| Employer contribution / active EE | $3,165 | $2,044+54.9% | $2,732+15.9% | $2,565+23.4% |
| Participant deferral / active EE | $4,989 | $3,641+37.0% | $4,487+11.2% | $3,952+26.2% |
| Admin fee / account holder | $156 | $8,189-98.1% | $7,965-98.0% | $6,261-97.5% |