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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 | $24,267 | $149,679-83.8% | $117,039-79.3% | $147,585-83.6% |
| Participation rate | 89.5% | 83.5%+6.0pp | 77.2%+12.3pp | 82.8%+6.6pp |
| Annual return | 25.87% | 19.31%+6.6pp | 18.95%+6.9pp | 578.58%-552.7pp |
| Employer contribution / active EE | $0 | $4,937-100.0% | $3,785-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,494 | $4,912-8.5% | $3,929+14.4% | $5,439-17.4% |
| Admin fee / account holder | $186 | $7,856-97.6% | $5,974-96.9% | $10,886-98.3% |