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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 | $16,654 | $157,276-89.4% | $141,177-88.2% | $152,885-89.1% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 24.38% | 64.33%-40.0pp | 71.40%-47.0pp | 345.39%-321.0pp |
| Employer contribution / active EE | $1,255 | $5,262-76.1% | $4,736-73.5% | $4,763-73.7% |
| Participant deferral / active EE | $2,411 | $7,110-66.1% | $6,710-64.1% | $5,851-58.8% |
| Admin fee / account holder | $20 | $12,123-99.8% | $10,263-99.8% | $11,598-99.8% |