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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 | $22,989 | $239,571-90.4% | $183,328-87.5% | $137,256-83.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 15.57% | 35.69%-20.1pp | 29.67%-14.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $3,046 | $6,148-50.5% | $5,055-39.7% | $4,156-26.7% |
| Participant deferral / active EE | $4,226 | $7,995-47.1% | $6,795-37.8% | $6,407-34.0% |
| Admin fee / account holder | $33 | $30,059-99.9% | $21,427-99.8% | $12,270-99.7% |