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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 | $18,899 | $228,395-91.7% | $185,861-89.8% | $158,982-88.1% |
| Participation rate | 72.2% | 82.3%-10.1pp | 78.0%-5.8pp | 82.0%-9.7pp |
| Annual return | 0.00% | 40.82%-40.8pp | 35.96%-36.0pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,558 | $4,968-68.6% | $4,088-61.9% | $4,763-67.3% |
| Participant deferral / active EE | $4,177 | $6,417-34.9% | $5,634-25.9% | $5,983-30.2% |
| Admin fee / account holder | $55 | $11,869-99.5% | $9,503-99.4% | $11,252-99.5% |