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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 | $21,285 | $275,752-92.3% | $256,809-91.7% | $198,609-89.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 17.38% | 34.81%-17.4pp | 32.73%-15.3pp | 202.70%-185.3pp |
| Employer contribution / active EE | $2,267 | $7,721-70.6% | $7,263-68.8% | $5,055-55.2% |
| Participant deferral / active EE | $4,351 | $10,037-56.6% | $9,520-54.3% | $6,977-37.6% |
| Admin fee / account holder | $200 | $25,716-99.2% | $25,146-99.2% | $19,030-99.0% |