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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 | $13,250 | $89,367-85.2% | $141,191-90.6% | $72,975-81.8% |
| Participation rate | 93.3% | 75.1%+18.2pp | 82.5%+10.9pp | 69.5%+23.8pp |
| Annual return | 264.58% | 111.87%+152.7pp | 71.41%+193.2pp | 81.01%+183.6pp |
| Employer contribution / active EE | $2,453 | $3,115-21.3% | $4,736-48.2% | $2,440+0.5% |
| Participant deferral / active EE | $3,977 | $5,419-26.6% | $6,710-40.7% | $3,608+10.2% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,264-100.0% | $5,124-100.0% |