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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 | $20,003 | $176,838-88.7% | $146,685-86.4% | $167,518-88.1% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 14.53% | 24.04%-9.5pp | 22.75%-8.2pp | 478.71%-464.2pp |
| Employer contribution / active EE | $2,575 | $5,161-50.1% | $4,137-37.8% | $4,838-46.8% |
| Participant deferral / active EE | $3,687 | $6,441-42.8% | $5,507-33.1% | $6,342-41.9% |
| Admin fee / account holder | $102 | $13,262-99.2% | $10,281-99.0% | $12,312-99.2% |