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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 | $5,282 | $156,927-96.6% | $121,169-95.6% | $139,456-96.2% |
| Participation rate | 81.8% | 76.4%+5.4pp | 69.5%+12.3pp | 80.3%+1.5pp |
| Annual return | 29.71% | 1475.85%-1446.1pp | 986.71%-957.0pp | 373.45%-343.7pp |
| Employer contribution / active EE | $663 | $5,542-88.0% | $4,168-84.1% | $4,753-86.0% |
| Participant deferral / active EE | $3,071 | $4,848-36.7% | $4,083-24.8% | $6,711-54.2% |
| Admin fee / account holder | $61 | $6,946-99.1% | $5,645-98.9% | $11,407-99.5% |