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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 | $20,998 | $157,276-86.6% | $141,177-85.1% | $152,885-86.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.48% | 64.33%-42.9pp | 71.40%-49.9pp | 345.39%-323.9pp |
| Employer contribution / active EE | $1,630 | $5,262-69.0% | $4,736-65.6% | $4,763-65.8% |
| Participant deferral / active EE | $4,193 | $7,110-41.0% | $6,710-37.5% | $5,851-28.3% |
| Admin fee / account holder | $144 | $12,123-98.8% | $10,263-98.6% | $11,598-98.8% |