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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 | $14,087 | $129,737-89.1% | $119,126-88.2% | $154,746-90.9% |
| Participation rate | 95.0% | 78.9%+16.1pp | 75.8%+19.2pp | 80.7%+14.3pp |
| Annual return | 20.68% | 379.08%-358.4pp | 282.11%-261.4pp | 172.34%-151.7pp |
| Employer contribution / active EE | $1,570 | $4,375-64.1% | $4,034-61.1% | $4,379-64.2% |
| Participant deferral / active EE | $3,348 | $5,842-42.7% | $5,318-37.0% | $6,730-50.3% |
| Admin fee / account holder | $48 | $11,961-99.6% | $10,693-99.6% | $14,365-99.7% |