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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 | $13,657 | $154,228-91.1% | $145,433-90.6% | $137,256-90.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.54% | 74.59%-48.0pp | 66.58%-40.0pp | 220.34%-193.8pp |
| Employer contribution / active EE | $1,657 | $4,804-65.5% | $4,554-63.6% | $4,156-60.1% |
| Participant deferral / active EE | $6,021 | $8,216-26.7% | $7,897-23.8% | $6,407-6.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |