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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 | $18,548 | $105,200-82.4% | $159,474-88.4% | $85,847-78.4% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.8%+14.5pp | 69.3%+28.0pp |
| Annual return | 20.32% | 45.08%-24.8pp | 263.68%-243.4pp | 318.61%-298.3pp |
| Employer contribution / active EE | $2,597 | $3,319-21.8% | $4,831-46.2% | $2,565+1.2% |
| Participant deferral / active EE | $5,741 | $5,946-3.4% | $7,353-21.9% | $3,952+45.3% |
| Admin fee / account holder | $242 | $6,934-96.5% | $10,802-97.8% | $6,261-96.1% |