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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 | $1,434 | $169,361-99.2% | $129,397-98.9% | $145,877-99.0% |
| Participation rate | 76.2% | 76.5%-0.3pp | 69.6%+6.6pp | 80.3%-4.1pp |
| Annual return | 15.28% | 14395.54%-14380.3pp | 9453.98%-9438.7pp | 551.28%-536.0pp |
| Employer contribution / active EE | $481 | $5,542-91.3% | $4,154-88.4% | $4,663-89.7% |
| Participant deferral / active EE | $485 | $4,987-90.3% | $4,167-88.4% | $6,691-92.8% |
| Admin fee / account holder | $168 | $9,903-98.3% | $7,679-97.8% | $13,402-98.7% |