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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 | $20,919 | $165,361-87.3% | $149,715-86.0% | $158,950-86.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.45% | 348.24%-329.8pp | 276.66%-258.2pp | 302.91%-284.5pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,111 | $7,182-14.9% | $6,842-10.7% | $5,983+2.1% |
| Admin fee / account holder | $25 | $10,808-99.8% | $9,310-99.7% | $11,248-99.8% |