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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 | $29,189 | $198,457-85.3% | $170,435-82.9% | $147,586-80.2% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 16.81% | 257.30%-240.5pp | 205.94%-189.1pp | 578.59%-561.8pp |
| Employer contribution / active EE | $2,630 | $6,183-57.5% | $5,432-51.6% | $4,876-46.1% |
| Participant deferral / active EE | $3,431 | $5,629-39.1% | $4,939-30.5% | $5,439-36.9% |
| Admin fee / account holder | $178 | $16,852-98.9% | $13,881-98.7% | $10,886-98.4% |