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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 | $22,293 | $209,428-89.4% | $178,498-87.5% | $158,950-86.0% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 12.84% | 188.78%-175.9pp | 151.09%-138.3pp | 302.91%-290.1pp |
| Employer contribution / active EE | $2,457 | $5,707-57.0% | $5,011-51.0% | $4,762-48.4% |
| Participant deferral / active EE | $5,806 | $5,955-2.5% | $5,202+11.6% | $5,983-3.0% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |