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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 | $8,000 | $180,749-95.6% | $160,784-95.0% | $137,256-94.2% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 19.86% | 2234.46%-2214.6pp | 1803.92%-1784.1pp | 220.34%-200.5pp |
| Employer contribution / active EE | $908 | $4,155-78.1% | $3,733-75.7% | $4,156-78.1% |
| Participant deferral / active EE | $1,868 | $6,844-72.7% | $6,293-70.3% | $6,407-70.8% |
| Admin fee / account holder | $26 | $10,397-99.7% | $9,717-99.7% | $12,270-99.8% |