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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 | $15,898 | $132,634-88.0% | $115,768-86.3% | $137,256-88.4% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.4%+8.9pp | 80.0%+3.4pp |
| Annual return | 19.67% | 160.70%-141.0pp | 100.46%-80.8pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,695 | $3,360-49.5% | $2,940-42.3% | $4,156-59.2% |
| Participant deferral / active EE | $1,695 | $5,619-69.8% | $4,917-65.5% | $6,407-73.5% |
| Admin fee / account holder | $93 | $15,028-99.4% | $12,439-99.3% | $12,270-99.2% |