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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 | $9,523 | $159,934-94.0% | $147,005-93.5% | $145,959-93.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.65% | 98.24%-80.6pp | 418.76%-401.1pp | 561.95%-544.3pp |
| Employer contribution / active EE | $1,589 | $5,287-70.0% | $4,934-67.8% | $4,661-65.9% |
| Participant deferral / active EE | $2,863 | $8,427-66.0% | $8,070-64.5% | $6,689-57.2% |
| Admin fee / account holder | $52 | $15,053-99.7% | $13,006-99.6% | $13,398-99.6% |