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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 | $15,883 | $142,430-88.8% | $115,170-86.2% | $152,885-89.6% |
| Participation rate | 75.0% | 82.4%-7.4pp | 75.9%-0.9pp | 82.5%-7.5pp |
| Annual return | 41.62% | 41.48%+0.1pp | 35.60%+6.0pp | 345.39%-303.8pp |
| Employer contribution / active EE | $3,129 | $4,011-22.0% | $3,179-1.6% | $4,763-34.3% |
| Participant deferral / active EE | $3,876 | $5,165-25.0% | $4,169-7.0% | $5,851-33.7% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,598-100.0% |