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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 | $20,530 | $198,457-89.7% | $170,435-88.0% | $147,586-86.1% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 20.76% | 257.30%-236.5pp | 205.94%-185.2pp | 578.59%-557.8pp |
| Employer contribution / active EE | $4,015 | $6,183-35.1% | $5,432-26.1% | $4,876-17.7% |
| Participant deferral / active EE | $3,719 | $5,629-33.9% | $4,939-24.7% | $5,439-31.6% |
| Admin fee / account holder | $74 | $16,852-99.6% | $13,881-99.5% | $10,886-99.3% |