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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 | $21,982 | $176,786-87.6% | $146,643-85.0% | $167,536-86.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 24.20% | 24.04%+0.2pp | 22.75%+1.5pp | 478.82%-454.6pp |
| Employer contribution / active EE | $6,000 | $5,161+16.3% | $4,137+45.0% | $4,839+24.0% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $180 | $13,262-98.6% | $10,280-98.3% | $12,315-98.5% |