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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 | $9,385 | $185,312-94.9% | $161,489-94.2% | $154,746-93.9% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 24.87% | 103.84%-79.0pp | 89.72%-64.8pp | 172.34%-147.5pp |
| Employer contribution / active EE | $1,781 | $4,769-62.7% | $4,268-58.3% | $4,379-59.3% |
| Participant deferral / active EE | $2,492 | $6,350-60.7% | $5,630-55.7% | $6,730-63.0% |
| Admin fee / account holder | $17 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |