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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 | $7,610 | $103,038-92.6% | $90,324-91.6% | $152,909-95.0% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.5%-4.7pp |
| Annual return | 12.30% | 95.25%-82.9pp | 78.15%-65.8pp | 345.46%-333.2pp |
| Employer contribution / active EE | $845 | $3,141-73.1% | $2,856-70.4% | $4,764-82.3% |
| Participant deferral / active EE | $1,672 | $4,282-61.0% | $3,885-57.0% | $5,851-71.4% |
| Admin fee / account holder | $182 | $6,177-97.1% | $5,356-96.6% | $11,601-98.4% |