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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 | $10,667 | $156,398-93.2% | $147,318-92.8% | $138,895-92.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 29.28% | 78.75%-49.5pp | 70.43%-41.1pp | 145.39%-116.1pp |
| Employer contribution / active EE | $2,874 | $4,853-40.8% | $4,593-37.4% | $4,194-31.5% |
| Participant deferral / active EE | $4,830 | $8,237-41.4% | $7,906-38.9% | $6,396-24.5% |
| Admin fee / account holder | $49 | $14,976-99.7% | $13,708-99.6% | $12,562-99.6% |