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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 | $27,355 | $109,359-75.0% | $162,185-83.1% | $72,976-62.5% |
| Participation rate | 77.6% | 84.3%-6.7pp | 87.6%-10.0pp | 69.5%+8.1pp |
| Annual return | 65.23% | 25.46%+39.8pp | 115.61%-50.4pp | 81.02%-15.8pp |
| Employer contribution / active EE | $2,118 | $3,907-45.8% | $5,613-62.3% | $2,440-13.2% |
| Participant deferral / active EE | $3,479 | $5,481-36.5% | $7,297-52.3% | $3,608-3.6% |
| Admin fee / account holder | $103 | $7,972-98.7% | $10,844-99.0% | $5,124-98.0% |