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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 | $4,489 | $172,111-97.4% | $150,298-97.0% | $137,256-96.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 27.15% | 69.37%-42.2pp | 62.79%-35.6pp | 220.34%-193.2pp |
| Employer contribution / active EE | $1,650 | $4,636-64.4% | $4,154-60.3% | $4,156-60.3% |
| Participant deferral / active EE | $2,513 | $6,166-59.3% | $5,453-53.9% | $6,407-60.8% |
| Admin fee / account holder | $22 | $16,471-99.9% | $14,116-99.8% | $12,270-99.8% |