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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 | $7,683 | $148,623-94.8% | $135,974-94.3% | $139,466-94.5% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 25.16% | 79.30%-54.1pp | 68.30%-43.1pp | 373.66%-348.5pp |
| Employer contribution / active EE | $1,937 | $5,246-63.1% | $4,859-60.1% | $4,754-59.3% |
| Participant deferral / active EE | $4,805 | $8,103-40.7% | $7,760-38.1% | $6,712-28.4% |
| Admin fee / account holder | $30 | $12,406-99.8% | $10,767-99.7% | $11,409-99.7% |