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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 | $20,385 | $198,470-89.7% | $170,444-88.0% | $147,585-86.2% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 12.23% | 257.30%-245.1pp | 205.94%-193.7pp | 578.56%-566.3pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,237 | $5,629-60.3% | $4,939-54.7% | $5,439-58.9% |
| Admin fee / account holder | $219 | $16,852-98.7% | $13,881-98.4% | $10,885-98.0% |