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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 | $23,304 | $210,343-88.9% | $153,476-84.8% | $145,978-84.0% |
| Participation rate | 92.9% | 82.1%+10.8pp | 77.1%+15.8pp | 80.3%+12.6pp |
| Annual return | 37.78% | 13.38%+24.4pp | 15.66%+22.1pp | 550.52%-512.7pp |
| Employer contribution / active EE | $3,390 | $6,047-43.9% | $5,038-32.7% | $4,662-27.3% |
| Participant deferral / active EE | $4,120 | $7,977-48.3% | $6,759-39.0% | $6,690-38.4% |
| Admin fee / account holder | $19 | $19,424-99.9% | $12,729-99.9% | $13,400-99.9% |