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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 | $10,680 | $172,111-93.8% | $150,298-92.9% | $137,256-92.2% |
| Participation rate | 93.8% | 81.7%+12.0pp | 77.8%+16.0pp | 80.0%+13.8pp |
| Annual return | 22.85% | 69.37%-46.5pp | 62.79%-39.9pp | 220.34%-197.5pp |
| Employer contribution / active EE | $901 | $4,636-80.6% | $4,154-78.3% | $4,156-78.3% |
| Participant deferral / active EE | $2,153 | $6,166-65.1% | $5,453-60.5% | $6,407-66.4% |
| Admin fee / account holder | $92 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |