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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 | $10,072 | $209,422-95.2% | $178,503-94.4% | $158,982-93.7% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 28.13% | 188.81%-160.7pp | 151.12%-123.0pp | 302.99%-274.9pp |
| Employer contribution / active EE | $1,799 | $5,707-68.5% | $5,011-64.1% | $4,763-62.2% |
| Participant deferral / active EE | $2,293 | $5,955-61.5% | $5,202-55.9% | $5,983-61.7% |
| Admin fee / account holder | $19 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |