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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 | $30,966 | $198,457-84.4% | $170,435-81.8% | $147,586-79.0% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 10.05% | 257.30%-247.3pp | 205.94%-195.9pp | 578.59%-568.5pp |
| Employer contribution / active EE | $1,559 | $6,183-74.8% | $5,432-71.3% | $4,876-68.0% |
| Participant deferral / active EE | $5,016 | $5,629-10.9% | $4,939+1.5% | $5,439-7.8% |
| Admin fee / account holder | $255 | $16,852-98.5% | $13,881-98.2% | $10,886-97.7% |