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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 | $17,386 | $196,972-91.2% | $182,262-90.5% | $198,609-91.2% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 19.23% | 158.27%-139.0pp | 140.60%-121.4pp | 202.70%-183.5pp |
| Employer contribution / active EE | $1,459 | $5,364-72.8% | $5,046-71.1% | $5,055-71.1% |
| Participant deferral / active EE | $3,939 | $8,643-54.4% | $8,276-52.4% | $6,977-43.5% |
| Admin fee / account holder | $72 | $18,429-99.6% | $16,712-99.6% | $19,030-99.6% |