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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 | $7,311 | $108,882-93.3% | $96,754-92.4% | $154,746-95.3% |
| Participation rate | 93.3% | 75.1%+18.3pp | 70.3%+23.1pp | 80.7%+12.6pp |
| Annual return | 21.34% | 98.39%-77.0pp | 82.04%-60.7pp | 172.34%-151.0pp |
| Employer contribution / active EE | $959 | $3,018-68.2% | $2,679-64.2% | $4,379-78.1% |
| Participant deferral / active EE | $3,006 | $5,323-43.5% | $4,758-36.8% | $6,730-55.3% |
| Admin fee / account holder | $148 | $10,200-98.5% | $8,905-98.3% | $14,365-99.0% |