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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 | $10,641 | $154,228-93.1% | $145,433-92.7% | $137,256-92.2% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 28.55% | 74.59%-46.0pp | 66.58%-38.0pp | 220.34%-191.8pp |
| Employer contribution / active EE | $2,606 | $4,804-45.8% | $4,554-42.8% | $4,156-37.3% |
| Participant deferral / active EE | $4,005 | $8,216-51.3% | $7,897-49.3% | $6,407-37.5% |
| Admin fee / account holder | $34 | $14,344-99.8% | $13,129-99.7% | $12,270-99.7% |