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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 | $31,409 | $289,211-89.1% | $260,467-87.9% | $198,609-84.2% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 24.34% | 112.90%-88.6pp | 100.60%-76.3pp | 202.70%-178.4pp |
| Employer contribution / active EE | $2,976 | $4,663-36.2% | $4,239-29.8% | $5,055-41.1% |
| Participant deferral / active EE | $12,690 | $6,812+86.3% | $6,319+100.8% | $6,977+81.9% |
| Admin fee / account holder | $12 | $16,236-99.9% | $15,461-99.9% | $19,030-99.9% |