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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 | $27,233 | $227,399-88.0% | $189,758-85.6% | $198,609-86.3% |
| Participation rate | 92.9% | 84.0%+8.9pp | 79.8%+13.1pp | 82.4%+10.5pp |
| Annual return | 25.21% | 61.03%-35.8pp | 52.62%-27.4pp | 202.70%-177.5pp |
| Employer contribution / active EE | $2,340 | $5,526-57.7% | $4,767-50.9% | $5,055-53.7% |
| Participant deferral / active EE | $6,936 | $6,837+1.5% | $5,856+18.4% | $6,977-0.6% |
| Admin fee / account holder | $53 | $25,162-99.8% | $20,388-99.7% | $19,030-99.7% |