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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 | $9,636 | $176,120-94.5% | $159,487-94.0% | $167,553-94.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 224.80% | 331.95%-107.2pp | 263.71%-38.9pp | 478.89%-254.1pp |
| Employer contribution / active EE | $1,776 | $5,299-66.5% | $4,831-63.2% | $4,840-63.3% |
| Participant deferral / active EE | $4,741 | $7,752-38.8% | $7,354-35.5% | $6,343-25.2% |
| Admin fee / account holder | $229 | $12,561-98.2% | $10,804-97.9% | $12,316-98.1% |