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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 | $19,281 | $105,284-81.7% | $150,734-87.2% | $94,015-79.5% |
| Participation rate | 93.8% | 71.7%+22.0pp | 78.4%+15.3pp | 70.8%+22.9pp |
| Annual return | 40.16% | 15.67%+24.5pp | 600.81%-560.6pp | 17.84%+22.3pp |
| Employer contribution / active EE | $2,205 | $3,599-38.7% | $4,918-55.2% | $2,790-21.0% |
| Participant deferral / active EE | $4,657 | $4,274+9.0% | $5,610-17.0% | $4,249+9.6% |
| Admin fee / account holder | $223 | $9,839-97.7% | $14,905-98.5% | $8,951-97.5% |