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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 | $8,994 | $172,111-94.8% | $150,298-94.0% | $137,256-93.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.31% | 69.37%-47.1pp | 62.79%-40.5pp | 220.34%-198.0pp |
| Employer contribution / active EE | $960 | $4,636-79.3% | $4,154-76.9% | $4,156-76.9% |
| Participant deferral / active EE | $2,055 | $6,166-66.7% | $5,453-62.3% | $6,407-67.9% |
| Admin fee / account holder | $125 | $16,471-99.2% | $14,116-99.1% | $12,270-99.0% |