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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 | $18,103 | $99,994-81.9% | $146,643-87.7% | $85,847-78.9% |
| Participation rate | 75.8% | 73.1%+2.7pp | 80.1%-4.3pp | 69.3%+6.4pp |
| Annual return | 15.43% | 18.93%-3.5pp | 22.75%-7.3pp | 318.61%-303.2pp |
| Employer contribution / active EE | $1,759 | $2,559-31.3% | $4,137-57.5% | $2,565-31.4% |
| Participant deferral / active EE | $2,464 | $4,006-38.5% | $5,506-55.3% | $3,952-37.7% |
| Admin fee / account holder | $183 | $7,703-97.6% | $10,280-98.2% | $6,261-97.1% |