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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 | $15,241 | $135,956-88.8% | $123,894-87.7% | $273,972-94.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.38% | 56.63%-47.2pp | 47.52%-38.1pp | 41.46%-32.1pp |
| Employer contribution / active EE | $2,720 | $5,170-47.4% | $4,617-41.1% | $4,869-44.1% |
| Participant deferral / active EE | $4,044 | $6,343-36.2% | $5,984-32.4% | $5,287-23.5% |
| Admin fee / account holder | $195 | $9,817-98.0% | $8,357-97.7% | $10,133-98.1% |