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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 | $1,512 | $72,071-97.9% | $68,368-97.8% | $137,256-98.9% |
| Participation rate | 89.5% | 76.2%+13.2pp | 73.8%+15.7pp | 80.0%+9.5pp |
| Annual return | 15.96% | 353.14%-337.2pp | 292.57%-276.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $906 | $2,788-67.5% | $2,649-65.8% | $4,156-78.2% |
| Participant deferral / active EE | $927 | $4,410-79.0% | $4,123-77.5% | $6,407-85.5% |
| Admin fee / account holder | $23 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |