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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 | $16,558 | $93,598-82.3% | $135,974-87.8% | $75,173-78.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 22.30% | 30.89%-8.6pp | 68.30%-46.0pp | 160.72%-138.4pp |
| Employer contribution / active EE | $4,982 | $3,538+40.8% | $4,859+2.5% | $2,671+86.5% |
| Participant deferral / active EE | $2,642 | $6,405-58.7% | $7,760-65.9% | $4,126-36.0% |
| Admin fee / account holder | $64 | $6,978-99.1% | $10,767-99.4% | $5,651-98.9% |