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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 | $15,266 | $148,582-89.7% | $135,942-88.8% | $139,456-89.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.72% | 79.26%-59.5pp | 68.28%-48.6pp | 373.45%-353.7pp |
| Employer contribution / active EE | $1,468 | $5,245-72.0% | $4,858-69.8% | $4,753-69.1% |
| Participant deferral / active EE | $4,084 | $8,101-49.6% | $7,759-47.4% | $6,711-39.1% |
| Admin fee / account holder | $17 | $12,402-99.9% | $10,764-99.8% | $11,407-99.8% |