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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 | $10,143 | $148,623-93.2% | $135,974-92.5% | $139,466-92.7% |
| Participation rate | 82.4% | 83.9%-1.5pp | 81.9%+0.4pp | 80.3%+2.0pp |
| Annual return | 21.56% | 79.30%-57.7pp | 68.30%-46.7pp | 373.66%-352.1pp |
| Employer contribution / active EE | $1,110 | $5,246-78.8% | $4,859-77.2% | $4,754-76.7% |
| Participant deferral / active EE | $3,101 | $8,103-61.7% | $7,760-60.0% | $6,712-53.8% |
| Admin fee / account holder | $24 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |