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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 | $2,395 | $97,125-97.5% | $86,233-97.2% | $137,256-98.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 30.01% | 74.19%-44.2pp | 61.39%-31.4pp | 220.34%-190.3pp |
| Employer contribution / active EE | $860 | $2,841-69.7% | $2,504-65.7% | $4,156-79.3% |
| Participant deferral / active EE | $1,016 | $5,180-80.4% | $4,559-77.7% | $6,407-84.1% |
| Admin fee / account holder | $1 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |