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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 | $4,148 | $162,529-97.4% | $130,788-96.8% | $154,746-97.3% |
| Participation rate | 92.9% | 75.9%+17.0pp | 70.1%+22.8pp | 80.7%+12.2pp |
| Annual return | 20.53% | 510.48%-489.9pp | 386.44%-365.9pp | 172.34%-151.8pp |
| Employer contribution / active EE | $453 | $4,447-89.8% | $3,558-87.3% | $4,379-89.7% |
| Participant deferral / active EE | $968 | $4,808-79.9% | $4,137-76.6% | $6,730-85.6% |
| Admin fee / account holder | $12 | $7,669-99.8% | $6,673-99.8% | $14,365-99.9% |