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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 | $16,791 | $178,174-90.6% | $156,181-89.2% | $137,256-87.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 24.47% | 84.19%-59.7pp | 64.87%-40.4pp | 220.34%-195.9pp |
| Employer contribution / active EE | $2,370 | $4,972-52.3% | $4,294-44.8% | $4,156-43.0% |
| Participant deferral / active EE | $2,790 | $6,888-59.5% | $6,132-54.5% | $6,407-56.5% |
| Admin fee / account holder | $189 | $17,404-98.9% | $14,586-98.7% | $12,270-98.5% |