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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 | $15,640 | $107,368-85.4% | $92,915-83.2% | $152,909-89.8% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 18.78% | 145.64%-126.9pp | 109.45%-90.7pp | 345.46%-326.7pp |
| Employer contribution / active EE | $4,793 | $4,222+13.5% | $3,653+31.2% | $4,764+0.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $134 | $7,082-98.1% | $5,796-97.7% | $11,601-98.8% |