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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 | $13,571 | $152,619-91.1% | $125,195-89.2% | $152,909-91.1% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.5%+0.9pp |
| Annual return | 15.65% | 54.85%-39.2pp | 43.79%-28.1pp | 345.46%-329.8pp |
| Employer contribution / active EE | $3,150 | $4,947-36.3% | $3,866-18.5% | $4,764-33.9% |
| Participant deferral / active EE | $4,506 | $5,869-23.2% | $4,937-8.7% | $5,851-23.0% |
| Admin fee / account holder | $133 | $13,437-99.0% | $9,704-98.6% | $11,601-98.9% |