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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 | $13,732 | $228,352-94.0% | $185,835-92.6% | $158,966-91.4% |
| Participation rate | 77.8% | 82.3%-4.5pp | 78.0%-0.3pp | 82.0%-4.2pp |
| Annual return | 22.45% | 40.81%-18.4pp | 35.96%-13.5pp | 302.95%-280.5pp |
| Employer contribution / active EE | $1,858 | $4,967-62.6% | $4,087-54.5% | $4,762-61.0% |
| Participant deferral / active EE | $4,326 | $6,416-32.6% | $5,633-23.2% | $5,983-27.7% |
| Admin fee / account holder | $229 | $11,867-98.1% | $9,502-97.6% | $11,250-98.0% |