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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 | $22,158 | $209,425-89.4% | $178,499-87.6% | $158,966-86.1% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 31.39% | 188.80%-157.4pp | 151.10%-119.7pp | 302.95%-271.6pp |
| Employer contribution / active EE | $1,919 | $5,707-66.4% | $5,011-61.7% | $4,762-59.7% |
| Participant deferral / active EE | $9,405 | $5,955+57.9% | $5,202+80.8% | $5,983+57.2% |
| Admin fee / account holder | $69 | $17,078-99.6% | $13,986-99.5% | $11,250-99.4% |