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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 | $7,466 | $232,540-96.8% | $185,117-96.0% | $147,586-94.9% |
| Participation rate | 84.6% | 82.4%+2.3pp | 77.3%+7.4pp | 82.8%+1.8pp |
| Annual return | 38.50% | 43.03%-4.5pp | 40.50%-2.0pp | 578.59%-540.1pp |
| Employer contribution / active EE | $1,243 | $5,195-76.1% | $4,182-70.3% | $4,876-74.5% |
| Participant deferral / active EE | $3,273 | $5,834-43.9% | $5,045-35.1% | $5,439-39.8% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |