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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 | $162,136-89.3% | $152,301-88.6% | $154,746-88.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 19.23% | 91.02%-71.8pp | 80.50%-61.3pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,459 | $4,890-70.2% | $4,624-68.4% | $4,379-66.7% |
| Participant deferral / active EE | $3,939 | $8,341-52.8% | $8,004-50.8% | $6,730-41.5% |
| Admin fee / account holder | $72 | $15,759-99.5% | $14,398-99.5% | $14,365-99.5% |