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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 | $8,224 | $175,257-95.3% | $149,717-94.5% | $139,456-94.1% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 169.04% | 166.70%+2.3pp | 134.41%+34.6pp | 373.45%-204.4pp |
| Employer contribution / active EE | $2,450 | $5,477-55.3% | $4,820-49.2% | $4,753-48.5% |
| Participant deferral / active EE | $3,758 | $6,521-42.4% | $5,682-33.9% | $6,711-44.0% |
| Admin fee / account holder | $34 | $16,156-99.8% | $13,213-99.7% | $11,407-99.7% |