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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 | $10,386 | $174,379-94.0% | $152,093-93.2% | $138,895-92.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 23.53% | 74.86%-51.3pp | 66.36%-42.8pp | 145.39%-121.9pp |
| Employer contribution / active EE | $1,135 | $4,652-75.6% | $4,175-72.8% | $4,194-72.9% |
| Participant deferral / active EE | $4,141 | $6,159-32.8% | $5,451-24.0% | $6,396-35.3% |
| Admin fee / account holder | $65 | $16,880-99.6% | $14,497-99.6% | $12,562-99.5% |