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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 | $25,152 | $156,616-83.9% | $133,346-81.1% | $198,609-87.3% |
| Participation rate | 87.5% | 77.7%+9.8pp | 72.8%+14.7pp | 82.4%+5.1pp |
| Annual return | 3.84% | 44.25%-40.4pp | 36.85%-33.0pp | 202.70%-198.9pp |
| Employer contribution / active EE | $2,199 | $3,368-34.7% | $2,853-22.9% | $5,055-56.5% |
| Participant deferral / active EE | $4,067 | $4,920-17.3% | $4,332-6.1% | $6,977-41.7% |
| Admin fee / account holder | $253 | $17,468-98.6% | $14,264-98.2% | $19,030-98.7% |