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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 | $28,282 | $289,211-90.2% | $260,467-89.1% | $198,609-85.8% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 19.40% | 112.90%-93.5pp | 100.60%-81.2pp | 202.70%-183.3pp |
| Employer contribution / active EE | $1,950 | $4,663-58.2% | $4,239-54.0% | $5,055-61.4% |
| Participant deferral / active EE | $3,602 | $6,812-47.1% | $6,319-43.0% | $6,977-48.4% |
| Admin fee / account holder | $226 | $16,236-98.6% | $15,461-98.5% | $19,030-98.8% |