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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 | $17,634 | $217,432-91.9% | $185,851-90.5% | $167,553-89.5% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 15.08% | 148.43%-133.4pp | 122.11%-107.0pp | 478.89%-463.8pp |
| Employer contribution / active EE | $1,527 | $5,874-74.0% | $5,168-70.5% | $4,840-68.5% |
| Participant deferral / active EE | $8,137 | $6,357+28.0% | $5,569+46.1% | $6,343+28.3% |
| Admin fee / account holder | $76 | $19,820-99.6% | $16,245-99.5% | $12,316-99.4% |