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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 | $17,383 | $65,575-73.5% | $86,209-79.8% | $75,181-76.9% |
| Participation rate | 72.4% | 60.5%+11.9pp | 69.0%+3.5pp | 67.2%+5.2pp |
| Annual return | 434.32% | 46.07%+388.2pp | 1169.05%-734.7pp | 160.69%+273.6pp |
| Employer contribution / active EE | $1,120 | $1,553-27.9% | $2,381-53.0% | $2,671-58.0% |
| Participant deferral / active EE | $3,427 | $3,023+13.3% | $3,986-14.0% | $4,126-16.9% |
| Admin fee / account holder | $32 | $5,470-99.4% | $6,853-99.5% | $5,650-99.4% |