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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 | $9,076 | $183,592-95.1% | $155,574-94.2% | $145,877-93.8% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 13.34% | 61.37%-48.0pp | 64.87%-51.5pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,360 | $5,317-74.4% | $4,676-70.9% | $4,663-70.8% |
| Participant deferral / active EE | $4,955 | $6,466-23.4% | $5,629-12.0% | $6,691-25.9% |
| Admin fee / account holder | $24 | $19,316-99.9% | $15,914-99.9% | $13,402-99.8% |