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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 | $26,383 | $197,603-86.6% | $177,827-85.2% | $158,950-83.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 25.84% | 58.76%-32.9pp | 48.32%-22.5pp | 302.91%-277.1pp |
| Employer contribution / active EE | $4,309 | $6,698-35.7% | $5,918-27.2% | $4,762-9.5% |
| Participant deferral / active EE | $9,469 | $8,404+12.7% | $7,713+22.8% | $5,983+58.3% |
| Admin fee / account holder | $127 | $15,402-99.2% | $12,429-99.0% | $11,248-98.9% |