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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 | $8,874 | $141,004-93.7% | $112,273-92.1% | $139,466-93.6% |
| Participation rate | 90.9% | 79.2%+11.7pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 44.89% | 32.75%+12.1pp | 30.23%+14.7pp | 373.66%-328.8pp |
| Employer contribution / active EE | $2,801 | $4,285-34.6% | $3,431-18.4% | $4,754-41.1% |
| Participant deferral / active EE | $5,900 | $5,878+0.4% | $4,800+22.9% | $6,712-12.1% |
| Admin fee / account holder | $58 | $9,959-99.4% | $7,752-99.3% | $11,409-99.5% |