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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 | $15,160 | $157,296-90.4% | $141,191-89.3% | $152,897-90.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 25.92% | 64.34%-38.4pp | 71.41%-45.5pp | 345.43%-319.5pp |
| Employer contribution / active EE | $1,782 | $5,262-66.1% | $4,736-62.4% | $4,764-62.6% |
| Participant deferral / active EE | $2,577 | $7,111-63.8% | $6,710-61.6% | $5,851-56.0% |
| Admin fee / account holder | $18 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |