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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 | $13,776 | $165,381-91.7% | $149,730-90.8% | $158,966-91.3% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 14.82% | 348.29%-333.5pp | 276.70%-261.9pp | 302.95%-288.1pp |
| Employer contribution / active EE | $1,937 | $5,104-62.1% | $4,645-58.3% | $4,762-59.3% |
| Participant deferral / active EE | $3,199 | $7,182-55.5% | $6,843-53.3% | $5,983-46.5% |
| Admin fee / account holder | $150 | $10,809-98.6% | $9,310-98.4% | $11,250-98.7% |