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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 | $12,960 | $91,198-85.8% | $178,503-92.7% | $79,856-83.8% |
| Participation rate | 74.6% | 69.2%+5.4pp | 81.9%-7.3pp | 69.6%+5.0pp |
| Annual return | 59.33% | 24.20%+35.1pp | 151.12%-91.8pp | 31.71%+27.6pp |
| Employer contribution / active EE | $624 | $3,257-80.8% | $5,011-87.6% | $2,471-74.8% |
| Participant deferral / active EE | $1,202 | $3,237-62.9% | $5,202-76.9% | $3,741-67.9% |
| Admin fee / account holder | $290 | $6,748-95.7% | $13,987-97.9% | $5,306-94.5% |