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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 | $10,907 | $112,131-90.3% | $95,964-88.6% | $158,982-93.1% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 16.14% | 171.19%-155.0pp | 91.64%-75.5pp | 302.99%-286.9pp |
| Employer contribution / active EE | $1,514 | $3,199-52.7% | $2,541-40.4% | $4,763-68.2% |
| Participant deferral / active EE | $2,246 | $4,784-53.0% | $4,167-46.1% | $5,983-62.5% |
| Admin fee / account holder | $174 | $10,136-98.3% | $6,797-97.4% | $11,252-98.5% |