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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 | $20,020 | $217,432-90.8% | $185,851-89.2% | $167,553-88.1% |
| Participation rate | 82.6% | 86.1%-3.4pp | 81.7%+0.9pp | 82.1%+0.5pp |
| Annual return | 21.40% | 148.43%-127.0pp | 122.11%-100.7pp | 478.89%-457.5pp |
| Employer contribution / active EE | $2,170 | $5,874-63.1% | $5,168-58.0% | $4,840-55.2% |
| Participant deferral / active EE | $3,956 | $6,357-37.8% | $5,569-29.0% | $6,343-37.6% |
| Admin fee / account holder | $182 | $19,820-99.1% | $16,245-98.9% | $12,316-98.5% |