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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 | $11,174 | $185,312-94.0% | $161,489-93.1% | $154,746-92.8% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 26.68% | 103.84%-77.2pp | 89.72%-63.0pp | 172.34%-145.7pp |
| Employer contribution / active EE | $1,284 | $4,769-73.1% | $4,268-69.9% | $4,379-70.7% |
| Participant deferral / active EE | $2,253 | $6,350-64.5% | $5,630-60.0% | $6,730-66.5% |
| Admin fee / account holder | $14 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |