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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 | $17,499 | $106,923-83.6% | $84,023-79.2% | $152,909-88.6% |
| Participation rate | 94.1% | 75.3%+18.9pp | 69.0%+25.1pp | 82.5%+11.7pp |
| Annual return | 27.38% | 105.02%-77.6pp | 71.32%-43.9pp | 345.46%-318.1pp |
| Employer contribution / active EE | $2,454 | $2,735-10.3% | $1,984+23.7% | $4,764-48.5% |
| Participant deferral / active EE | $6,439 | $4,013+60.5% | $3,239+98.8% | $5,851+10.0% |
| Admin fee / account holder | $138 | $8,289-98.3% | $6,102-97.7% | $11,601-98.8% |