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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 | $6,134 | $172,111-96.4% | $150,298-95.9% | $137,256-95.5% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 33.47% | 69.37%-35.9pp | 62.79%-29.3pp | 220.34%-186.9pp |
| Employer contribution / active EE | $1,309 | $4,636-71.8% | $4,154-68.5% | $4,156-68.5% |
| Participant deferral / active EE | $3,910 | $6,166-36.6% | $5,453-28.3% | $6,407-39.0% |
| Admin fee / account holder | $5 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |