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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 | $10,320 | $105,145-90.2% | $94,664-89.1% | $139,466-92.6% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 33.82% | 38.09%-4.3pp | 156.84%-123.0pp | 373.66%-339.8pp |
| Employer contribution / active EE | $2,549 | $4,107-37.9% | $3,673-30.6% | $4,754-46.4% |
| Participant deferral / active EE | $4,127 | $7,599-45.7% | $7,417-44.4% | $6,712-38.5% |
| Admin fee / account holder | $14 | $8,972-99.8% | $7,222-99.8% | $11,409-99.9% |