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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 | $10,936 | $148,582-92.6% | $135,942-92.0% | $139,456-92.2% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 133.07% | 79.26%+53.8pp | 68.28%+64.8pp | 373.45%-240.4pp |
| Employer contribution / active EE | $1,666 | $5,245-68.2% | $4,858-65.7% | $4,753-64.9% |
| Participant deferral / active EE | $8,739 | $8,101+7.9% | $7,759+12.6% | $6,711+30.2% |
| Admin fee / account holder | $12 | $12,402-99.9% | $10,764-99.9% | $11,407-99.9% |