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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 | $12,109 | $103,393-88.3% | $87,103-86.1% | $152,909-92.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 25.93% | 28.10%-2.2pp | 28.19%-2.3pp | 345.46%-319.5pp |
| Employer contribution / active EE | $2,739 | $3,221-15.0% | $2,521+8.6% | $4,764-42.5% |
| Participant deferral / active EE | $2,803 | $4,778-41.3% | $4,049-30.8% | $5,851-52.1% |
| Admin fee / account holder | $95 | $12,195-99.2% | $7,491-98.7% | $11,601-99.2% |