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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 | $8,752 | $110,307-92.1% | $96,576-90.9% | $139,456-93.7% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.5pp |
| Annual return | 272.83% | 26.40%+246.4pp | 25.87%+247.0pp | 373.45%-100.6pp |
| Employer contribution / active EE | $1,780 | $3,619-50.8% | $2,965-40.0% | $4,753-62.6% |
| Participant deferral / active EE | $6,227 | $5,547+12.2% | $4,851+28.4% | $6,711-7.2% |
| Admin fee / account holder | $0 | $11,597-100.0% | $8,253-100.0% | $11,407-100.0% |