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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 | $16,570 | $198,457-91.7% | $170,435-90.3% | $147,586-88.8% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 18.11% | 257.30%-239.2pp | 205.94%-187.8pp | 578.59%-560.5pp |
| Employer contribution / active EE | $1,914 | $6,183-69.1% | $5,432-64.8% | $4,876-60.8% |
| Participant deferral / active EE | $3,027 | $5,629-46.2% | $4,939-38.7% | $5,439-44.3% |
| Admin fee / account holder | $247 | $16,852-98.5% | $13,881-98.2% | $10,886-97.7% |