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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 | $14,091 | $148,623-90.5% | $135,974-89.6% | $139,466-89.9% |
| Participation rate | 82.4% | 83.9%-1.5pp | 81.9%+0.4pp | 80.3%+2.0pp |
| Annual return | 29.59% | 79.30%-49.7pp | 68.30%-38.7pp | 373.66%-344.1pp |
| Employer contribution / active EE | $1,287 | $5,246-75.5% | $4,859-73.5% | $4,754-72.9% |
| Participant deferral / active EE | $2,536 | $8,103-68.7% | $7,760-67.3% | $6,712-62.2% |
| Admin fee / account holder | $137 | $12,406-98.9% | $10,767-98.7% | $11,409-98.8% |