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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 | $4,393 | $100,073-95.6% | $85,126-94.8% | $145,877-97.0% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 13.72% | 84.11%-70.4pp | 66.63%-52.9pp | 551.28%-537.6pp |
| Employer contribution / active EE | $476 | $3,236-85.3% | $2,731-82.6% | $4,663-89.8% |
| Participant deferral / active EE | $1,167 | $5,294-78.0% | $4,523-74.2% | $6,691-82.6% |
| Admin fee / account holder | $145 | $7,261-98.0% | $6,160-97.6% | $13,402-98.9% |