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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 | $13,832 | $211,224-93.5% | $178,505-92.3% | $145,897-90.5% |
| Participation rate | 94.4% | 80.8%+13.6pp | 77.1%+17.3pp | 80.3%+14.1pp |
| Annual return | 15.98% | 30.28%-14.3pp | 27.16%-11.2pp | 552.29%-536.3pp |
| Employer contribution / active EE | $1,237 | $4,577-73.0% | $3,955-68.7% | $4,663-73.5% |
| Participant deferral / active EE | $2,965 | $6,966-57.4% | $6,280-52.8% | $6,689-55.7% |
| Admin fee / account holder | $144 | $12,109-98.8% | $10,428-98.6% | $13,390-98.9% |