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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 | $2,840 | $162,529-98.3% | $130,788-97.8% | $154,746-98.2% |
| Participation rate | 80.0% | 75.9%+4.1pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 28.19% | 510.48%-482.3pp | 386.44%-358.3pp | 172.34%-144.2pp |
| Employer contribution / active EE | $550 | $4,447-87.6% | $3,558-84.5% | $4,379-87.4% |
| Participant deferral / active EE | $1,031 | $4,808-78.6% | $4,137-75.1% | $6,730-84.7% |
| Admin fee / account holder | $16 | $7,669-99.8% | $6,673-99.8% | $14,365-99.9% |