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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 | $26,173 | $198,462-86.8% | $170,439-84.6% | $147,585-82.3% |
| Participation rate | 81.8% | 88.0%-6.2pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 18.01% | 257.30%-239.3pp | 205.94%-187.9pp | 578.58%-560.6pp |
| Employer contribution / active EE | $2,029 | $6,184-67.2% | $5,433-62.7% | $4,876-58.4% |
| Participant deferral / active EE | $4,549 | $5,629-19.2% | $4,939-7.9% | $5,439-16.4% |
| Admin fee / account holder | $40 | $16,852-99.8% | $13,881-99.7% | $10,886-99.6% |