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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 | $10,671 | $174,379-93.9% | $152,093-93.0% | $138,895-92.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 21.17% | 74.86%-53.7pp | 66.36%-45.2pp | 145.39%-124.2pp |
| Employer contribution / active EE | $1,355 | $4,652-70.9% | $4,175-67.5% | $4,194-67.7% |
| Participant deferral / active EE | $2,850 | $6,159-53.7% | $5,451-47.7% | $6,396-55.4% |
| Admin fee / account holder | $216 | $16,880-98.7% | $14,497-98.5% | $12,562-98.3% |