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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 | $18,240 | $178,174-89.8% | $156,181-88.3% | $137,256-86.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 26.43% | 84.19%-57.8pp | 64.87%-38.4pp | 220.34%-193.9pp |
| Employer contribution / active EE | $1,640 | $4,972-67.0% | $4,294-61.8% | $4,156-60.5% |
| Participant deferral / active EE | $3,887 | $6,888-43.6% | $6,132-36.6% | $6,407-39.3% |
| Admin fee / account holder | $6 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |