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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 | $15,990 | $88,672-82.0% | $105,223-84.8% | $82,448-80.6% |
| Participation rate | 93.5% | 67.9%+25.6pp | 75.0%+18.5pp | 68.1%+25.5pp |
| Annual return | 29.94% | 30.86%-0.9pp | 180.65%-150.7pp | 41.64%-11.7pp |
| Employer contribution / active EE | $1,803 | $3,048-40.8% | $3,689-51.1% | $2,551-29.3% |
| Participant deferral / active EE | $3,507 | $4,036-13.1% | $5,072-30.8% | $4,139-15.3% |
| Admin fee / account holder | $21 | $7,146-99.7% | $8,859-99.8% | $7,234-99.7% |