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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 | $21,720 | $165,361-86.9% | $149,715-85.5% | $158,950-86.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.10% | 348.24%-328.1pp | 276.66%-256.6pp | 302.91%-282.8pp |
| Employer contribution / active EE | $1,412 | $5,103-72.3% | $4,645-69.6% | $4,762-70.3% |
| Participant deferral / active EE | $5,295 | $7,182-26.3% | $6,842-22.6% | $5,983-11.5% |
| Admin fee / account holder | $170 | $10,808-98.4% | $9,310-98.2% | $11,248-98.5% |