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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 | $18,300 | $166,089-89.0% | $164,928-88.9% | $145,978-87.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 29.82% | 100.26%-70.4pp | 70.08%-40.3pp | 550.52%-520.7pp |
| Employer contribution / active EE | $1,606 | $5,276-69.6% | $4,343-63.0% | $4,662-65.5% |
| Participant deferral / active EE | $8,571 | $6,961+23.1% | $6,034+42.1% | $6,690+28.1% |
| Admin fee / account holder | $87 | $16,641-99.5% | $12,684-99.3% | $13,400-99.4% |