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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 | $10,816 | $172,111-93.7% | $150,298-92.8% | $137,256-92.1% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 20.60% | 69.37%-48.8pp | 62.79%-42.2pp | 220.34%-199.7pp |
| Employer contribution / active EE | $3,081 | $4,636-33.5% | $4,154-25.8% | $4,156-25.9% |
| Participant deferral / active EE | $3,886 | $6,166-37.0% | $5,453-28.7% | $6,407-39.3% |
| Admin fee / account holder | $293 | $16,471-98.2% | $14,116-97.9% | $12,270-97.6% |