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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 | $8,072 | $70,486-88.5% | $100,535-92.0% | $79,856-89.9% |
| Participation rate | 92.3% | 73.6%+18.7pp | 79.4%+12.9pp | 69.6%+22.7pp |
| Annual return | 63.52% | 21.90%+41.6pp | 30.90%+32.6pp | 31.71%+31.8pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,438 | $5,182-14.3% | $6,271-29.2% | $3,741+18.6% |
| Admin fee / account holder | $0 | $4,480-100.0% | $8,085-100.0% | $5,306-100.0% |