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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 | $6,902 | $106,247-93.5% | $96,515-92.8% | $139,466-95.1% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 44.98% | 38.47%+6.5pp | 35.73%+9.3pp | 373.66%-328.7pp |
| Employer contribution / active EE | $2,315 | $4,106-43.6% | $3,740-38.1% | $4,754-51.3% |
| Participant deferral / active EE | $2,462 | $5,456-54.9% | $4,880-49.5% | $6,712-63.3% |
| Admin fee / account holder | $17 | $7,885-99.8% | $6,735-99.7% | $11,409-99.8% |