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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 | $213,785-92.1% | $185,441-90.9% | $155,188-89.2% |
| Participation rate | 80.0% | 83.2%-3.2pp | 80.3%-0.3pp | 80.8%-0.8pp |
| Annual return | 24.47% | 19.97%+4.5pp | 20.16%+4.3pp | 148.84%-124.4pp |
| Employer contribution / active EE | $2,370 | $5,393-56.1% | $4,672-49.3% | $4,248-44.2% |
| Participant deferral / active EE | $2,790 | $6,864-59.4% | $6,152-54.7% | $6,531-57.3% |
| Admin fee / account holder | $189 | $21,134-99.1% | $17,890-98.9% | $14,480-98.7% |