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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 | $12,955 | $165,361-92.2% | $149,715-91.3% | $158,950-91.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 28.97% | 348.24%-319.3pp | 276.66%-247.7pp | 302.91%-273.9pp |
| Employer contribution / active EE | $2,700 | $5,103-47.1% | $4,645-41.9% | $4,762-43.3% |
| Participant deferral / active EE | $6,012 | $7,182-16.3% | $6,842-12.1% | $5,983+0.5% |
| Admin fee / account holder | $117 | $10,808-98.9% | $9,310-98.7% | $11,248-99.0% |