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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 | $10,158 | $165,361-93.9% | $149,715-93.2% | $158,950-93.6% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 27.59% | 348.24%-320.6pp | 276.66%-249.1pp | 302.91%-275.3pp |
| Employer contribution / active EE | $1,319 | $5,103-74.2% | $4,645-71.6% | $4,762-72.3% |
| Participant deferral / active EE | $3,308 | $7,182-53.9% | $6,842-51.6% | $5,983-44.7% |
| Admin fee / account holder | $273 | $10,808-97.5% | $9,310-97.1% | $11,248-97.6% |