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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 | $3,979 | $154,754-97.4% | $124,206-96.8% | $138,895-97.1% |
| Participation rate | 89.5% | 75.5%+14.0pp | 69.6%+19.9pp | 79.9%+9.6pp |
| Annual return | 25.25% | 709.28%-684.0pp | 515.27%-490.0pp | 145.39%-120.1pp |
| Employer contribution / active EE | $863 | $4,446-80.6% | $3,540-75.6% | $4,194-79.4% |
| Participant deferral / active EE | $1,237 | $4,621-73.2% | $3,968-68.8% | $6,396-80.7% |
| Admin fee / account holder | $38 | $6,690-99.4% | $5,929-99.4% | $12,562-99.7% |