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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 | $22,162 | $157,829-86.0% | $136,867-83.8% | $198,609-88.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 21.78% | 51.25%-29.5pp | 42.97%-21.2pp | 202.70%-180.9pp |
| Employer contribution / active EE | $2,232 | $3,923-43.1% | $3,547-37.1% | $5,055-55.8% |
| Participant deferral / active EE | $4,739 | $5,463-13.3% | $4,924-3.8% | $6,977-32.1% |
| Admin fee / account holder | $74 | $11,107-99.3% | $10,340-99.3% | $19,030-99.6% |