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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 | $15,387 | $156,398-90.2% | $147,318-89.6% | $138,895-88.9% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 28.59% | 78.75%-50.2pp | 70.43%-41.8pp | 145.39%-116.8pp |
| Employer contribution / active EE | $2,535 | $4,853-47.8% | $4,593-44.8% | $4,194-39.6% |
| Participant deferral / active EE | $4,982 | $8,237-39.5% | $7,906-37.0% | $6,396-22.1% |
| Admin fee / account holder | $121 | $14,976-99.2% | $13,708-99.1% | $12,562-99.0% |