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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 | $8,483 | $148,623-94.3% | $135,974-93.8% | $139,466-93.9% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 34.07% | 79.30%-45.2pp | 68.30%-34.2pp | 373.66%-339.6pp |
| Employer contribution / active EE | $1,884 | $5,246-64.1% | $4,859-61.2% | $4,754-60.4% |
| Participant deferral / active EE | $3,106 | $8,103-61.7% | $7,760-60.0% | $6,712-53.7% |
| Admin fee / account holder | $31 | $12,406-99.8% | $10,767-99.7% | $11,409-99.7% |