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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 | $14,985 | $154,228-90.3% | $145,433-89.7% | $137,256-89.1% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 42.52% | 74.59%-32.1pp | 66.58%-24.1pp | 220.34%-177.8pp |
| Employer contribution / active EE | $2,210 | $4,804-54.0% | $4,554-51.5% | $4,156-46.8% |
| Participant deferral / active EE | $3,674 | $8,216-55.3% | $7,897-53.5% | $6,407-42.7% |
| Admin fee / account holder | $21 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |