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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 | $9,277 | $174,379-94.7% | $152,093-93.9% | $138,895-93.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 25.30% | 74.86%-49.6pp | 66.36%-41.1pp | 145.39%-120.1pp |
| Employer contribution / active EE | $1,734 | $4,652-62.7% | $4,175-58.5% | $4,194-58.7% |
| Participant deferral / active EE | $1,734 | $6,159-71.8% | $5,451-68.2% | $6,396-72.9% |
| Admin fee / account holder | $3 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |