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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 | $17,503 | $167,533-89.6% | $151,645-88.5% | $134,545-87.0% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | 111.20% | 7.81%+103.4pp | 3.34%+107.9pp | 418.37%-307.2pp |
| Employer contribution / active EE | $3,367 | $6,828-50.7% | $6,165-45.4% | $4,742-29.0% |
| Participant deferral / active EE | $7,338 | $8,985-18.3% | $8,363-12.3% | $6,401+14.6% |
| Admin fee / account holder | $20 | $13,781-99.9% | $11,614-99.8% | $11,431-99.8% |