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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 | $5,115 | $174,379-97.1% | $152,093-96.6% | $138,895-96.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.70% | 74.86%-56.2pp | 66.36%-47.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $1,197 | $4,652-74.3% | $4,175-71.3% | $4,194-71.5% |
| Participant deferral / active EE | $1,767 | $6,159-71.3% | $5,451-67.6% | $6,396-72.4% |
| Admin fee / account holder | $38 | $16,880-99.8% | $14,497-99.7% | $12,562-99.7% |