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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 | $21,945 | $138,312-84.1% | $122,979-82.2% | $155,188-85.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 20.16% | 22.06%-1.9pp | 20.12%0pp | 148.84%-128.7pp |
| Employer contribution / active EE | $3,078 | $3,530-12.8% | $3,062+0.5% | $4,248-27.5% |
| Participant deferral / active EE | $5,523 | $5,592-1.2% | $5,003+10.4% | $6,531-15.4% |
| Admin fee / account holder | $23 | $15,089-99.9% | $12,864-99.8% | $14,480-99.8% |