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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 | $174,379-93.8% | $152,093-92.9% | $138,895-92.2% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 20.60% | 74.86%-54.3pp | 66.36%-45.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $3,081 | $4,652-33.8% | $4,175-26.2% | $4,194-26.5% |
| Participant deferral / active EE | $3,886 | $6,159-36.9% | $5,451-28.7% | $6,396-39.2% |
| Admin fee / account holder | $293 | $16,880-98.3% | $14,497-98.0% | $12,562-97.7% |