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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 | $20,562 | $162,812-87.4% | $133,971-84.7% | $158,966-87.1% |
| Participation rate | 82.6% | 83.2%-0.6pp | 79.8%+2.8pp | 82.0%+0.6pp |
| Annual return | 19.53% | 41.94%-22.4pp | 45.09%-25.6pp | 302.95%-283.4pp |
| Employer contribution / active EE | $4,570 | $4,976-8.2% | $3,919+16.6% | $4,762-4.0% |
| Participant deferral / active EE | $4,813 | $5,910-18.6% | $5,047-4.6% | $5,983-19.6% |
| Admin fee / account holder | $141 | $11,741-98.8% | $8,929-98.4% | $11,250-98.7% |