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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 | $8,553 | $183,627-95.3% | $155,602-94.5% | $145,978-94.1% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 19.44% | 61.32%-41.9pp | 64.81%-45.4pp | 550.52%-531.1pp |
| Employer contribution / active EE | $2,449 | $5,316-53.9% | $4,675-47.6% | $4,662-47.5% |
| Participant deferral / active EE | $3,486 | $6,466-46.1% | $5,629-38.1% | $6,690-47.9% |
| Admin fee / account holder | $8 | $19,327-100.0% | $15,923-100.0% | $13,400-99.9% |