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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 | $16,908 | $157,296-89.3% | $141,191-88.0% | $152,897-88.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.64% | 64.34%-36.7pp | 71.41%-43.8pp | 345.43%-317.8pp |
| Employer contribution / active EE | $2,007 | $5,262-61.9% | $4,736-57.6% | $4,764-57.9% |
| Participant deferral / active EE | $4,195 | $7,111-41.0% | $6,710-37.5% | $5,851-28.3% |
| Admin fee / account holder | $166 | $12,125-98.6% | $10,264-98.4% | $11,599-98.6% |