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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 | $16,983 | $228,395-92.6% | $185,861-90.9% | $158,982-89.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 41.82% | 40.82%+1.0pp | 35.96%+5.9pp | 302.99%-261.2pp |
| Employer contribution / active EE | $3,694 | $4,968-25.6% | $4,088-9.6% | $4,763-22.4% |
| Participant deferral / active EE | $5,710 | $6,417-11.0% | $5,634+1.4% | $5,983-4.6% |
| Admin fee / account holder | $20 | $11,869-99.8% | $9,503-99.8% | $11,252-99.8% |