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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 | $9,956 | $176,105-94.3% | $159,474-93.8% | $167,536-94.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.29% | 331.91%-317.6pp | 263.68%-249.4pp | 478.82%-464.5pp |
| Employer contribution / active EE | $2,921 | $5,299-44.9% | $4,831-39.5% | $4,839-39.6% |
| Participant deferral / active EE | $3,047 | $7,751-60.7% | $7,353-58.6% | $6,342-52.0% |
| Admin fee / account holder | $252 | $12,559-98.0% | $10,802-97.7% | $12,315-98.0% |