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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 | $25,507 | $199,109-87.2% | $173,730-85.3% | $154,746-83.5% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.6%+0.4pp | 80.7%-0.7pp |
| Annual return | 0.00% | 20.02%-20.0pp | 19.96%-20.0pp | 172.34%-172.3pp |
| Employer contribution / active EE | $1,911 | $5,311-64.0% | $4,577-58.2% | $4,379-56.4% |
| Participant deferral / active EE | $2,820 | $7,113-60.4% | $6,326-55.4% | $6,730-58.1% |
| Admin fee / account holder | $197 | $20,916-99.1% | $17,523-98.9% | $14,365-98.6% |