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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 | $10,706 | $183,592-94.2% | $155,574-93.1% | $145,877-92.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 17.07% | 61.37%-44.3pp | 64.87%-47.8pp | 551.28%-534.2pp |
| Employer contribution / active EE | $3,003 | $5,317-43.5% | $4,676-35.8% | $4,663-35.6% |
| Participant deferral / active EE | $5,460 | $6,466-15.6% | $5,629-3.0% | $6,691-18.4% |
| Admin fee / account holder | $221 | $19,316-98.9% | $15,914-98.6% | $13,402-98.3% |