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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 | $7,118 | $135,956-94.8% | $123,894-94.3% | $273,972-97.4% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 91.97% | 56.63%+35.3pp | 47.52%+44.5pp | 41.46%+50.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,317 | $6,343-47.7% | $5,984-44.6% | $5,287-37.3% |
| Admin fee / account holder | $260 | $9,817-97.4% | $8,357-96.9% | $10,133-97.4% |