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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 | $11,146 | $138,312-91.9% | $122,979-90.9% | $155,188-92.8% |
| Participation rate | 90.9% | 80.2%+10.7pp | 77.2%+13.7pp | 80.8%+10.1pp |
| Annual return | 32.11% | 22.06%+10.0pp | 20.12%+12.0pp | 148.84%-116.7pp |
| Employer contribution / active EE | $2,369 | $3,530-32.9% | $3,062-22.7% | $4,248-44.2% |
| Participant deferral / active EE | $3,472 | $5,592-37.9% | $5,003-30.6% | $6,531-46.8% |
| Admin fee / account holder | $15 | $15,089-99.9% | $12,864-99.9% | $14,480-99.9% |