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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 | $5,892 | $185,312-96.8% | $161,489-96.4% | $154,746-96.2% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.7%+13.0pp | 80.7%+11.0pp |
| Annual return | 25.41% | 103.84%-78.4pp | 89.72%-64.3pp | 172.34%-146.9pp |
| Employer contribution / active EE | $2,080 | $4,769-56.4% | $4,268-51.3% | $4,379-52.5% |
| Participant deferral / active EE | $4,471 | $6,350-29.6% | $5,630-20.6% | $6,730-33.6% |
| Admin fee / account holder | $289 | $18,654-98.5% | $16,006-98.2% | $14,365-98.0% |