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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 | $11,743 | $154,228-92.4% | $145,433-91.9% | $137,256-91.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.19% | 74.59%-51.4pp | 66.58%-43.4pp | 220.34%-197.1pp |
| Employer contribution / active EE | $1,572 | $4,804-67.3% | $4,554-65.5% | $4,156-62.2% |
| Participant deferral / active EE | $4,269 | $8,216-48.0% | $7,897-45.9% | $6,407-33.4% |
| Admin fee / account holder | $97 | $14,344-99.3% | $13,129-99.3% | $12,270-99.2% |