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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 | $8,758 | $175,257-95.0% | $149,717-94.2% | $139,456-93.7% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.9pp | 80.3%-3.4pp |
| Annual return | 26.41% | 166.70%-140.3pp | 134.41%-108.0pp | 373.45%-347.0pp |
| Employer contribution / active EE | $2,302 | $5,477-58.0% | $4,820-52.2% | $4,753-51.6% |
| Participant deferral / active EE | $2,825 | $6,521-56.7% | $5,682-50.3% | $6,711-57.9% |
| Admin fee / account holder | $252 | $16,156-98.4% | $13,213-98.1% | $11,407-97.8% |