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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 | $17,108 | $202,342-91.5% | $172,753-90.1% | $152,909-88.8% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 21.14% | 1029.88%-1008.7pp | 803.00%-781.9pp | 345.46%-324.3pp |
| Employer contribution / active EE | $1,554 | $5,857-73.5% | $5,144-69.8% | $4,764-67.4% |
| Participant deferral / active EE | $2,676 | $5,948-55.0% | $5,198-48.5% | $5,851-54.3% |
| Admin fee / account holder | $178 | $17,112-99.0% | $13,956-98.7% | $11,601-98.5% |