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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 | $6,144 | $172,111-96.4% | $150,298-95.9% | $137,256-95.5% |
| Participation rate | 90.5% | 81.7%+8.8pp | 77.8%+12.7pp | 80.0%+10.5pp |
| Annual return | 36.72% | 69.37%-32.7pp | 62.79%-26.1pp | 220.34%-183.6pp |
| Employer contribution / active EE | $1,426 | $4,636-69.2% | $4,154-65.7% | $4,156-65.7% |
| Participant deferral / active EE | $1,944 | $6,166-68.5% | $5,453-64.3% | $6,407-69.7% |
| Admin fee / account holder | $9 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |