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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 | $167,030-97.5% | $135,768-96.9% | $155,188-97.3% |
| Participation rate | 92.9% | 76.2%+16.7pp | 71.1%+21.8pp | 80.8%+12.1pp |
| Annual return | 20.53% | 678.39%-657.9pp | 526.10%-505.6pp | 148.84%-128.3pp |
| Employer contribution / active EE | $453 | $4,132-89.0% | $3,394-86.7% | $4,248-89.3% |
| Participant deferral / active EE | $968 | $4,528-78.6% | $3,977-75.7% | $6,531-85.2% |
| Admin fee / account holder | $12 | $8,172-99.9% | $7,048-99.8% | $14,480-99.9% |