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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 | $9,150 | $50,554-81.9% | $67,681-86.5% | $87,485-89.5% |
| Participation rate | 92.5% | 67.7%+24.8pp | 73.7%+18.8pp | 68.9%+23.6pp |
| Annual return | 26.14% | 17.81%+8.3pp | 590.58%-564.4pp | 26.06%+0.1pp |
| Employer contribution / active EE | $2,000 | $1,988+0.6% | $2,678-25.3% | $2,596-22.9% |
| Participant deferral / active EE | $3,420 | $2,961+15.5% | $3,976-14.0% | $4,274-20.0% |
| Admin fee / account holder | $24 | $4,132-99.4% | $6,100-99.6% | $7,775-99.7% |