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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 | $25,620 | $171,492-85.1% | $150,734-83.0% | $198,609-87.1% |
| Participation rate | 75.0% | 81.4%-6.4pp | 78.4%-3.4pp | 82.4%-7.4pp |
| Annual return | 22.66% | 804.70%-782.0pp | 600.81%-578.1pp | 202.70%-180.0pp |
| Employer contribution / active EE | $1,571 | $5,470-71.3% | $4,918-68.1% | $5,055-68.9% |
| Participant deferral / active EE | $4,187 | $6,259-33.1% | $5,610-25.4% | $6,977-40.0% |
| Admin fee / account holder | $49 | $17,628-99.7% | $14,905-99.7% | $19,030-99.7% |