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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 | $11,458 | $156,398-92.7% | $147,318-92.2% | $138,895-91.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 26.73% | 78.75%-52.0pp | 70.43%-43.7pp | 145.39%-118.7pp |
| Employer contribution / active EE | $2,234 | $4,853-54.0% | $4,593-51.4% | $4,194-46.7% |
| Participant deferral / active EE | $4,193 | $8,237-49.1% | $7,906-47.0% | $6,396-34.4% |
| Admin fee / account holder | $12 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |