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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 | $19,878 | $165,381-88.0% | $149,730-86.7% | $158,966-87.5% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 18.20% | 348.29%-330.1pp | 276.70%-258.5pp | 302.95%-284.7pp |
| Employer contribution / active EE | $1,292 | $5,104-74.7% | $4,645-72.2% | $4,762-72.9% |
| Participant deferral / active EE | $2,889 | $7,182-59.8% | $6,843-57.8% | $5,983-51.7% |
| Admin fee / account holder | $4 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |