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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 | $10,133 | $154,228-93.4% | $145,433-93.0% | $137,256-92.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.00% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,246 | $4,804-74.1% | $4,554-72.6% | $4,156-70.0% |
| Participant deferral / active EE | $2,858 | $8,216-65.2% | $7,897-63.8% | $6,407-55.4% |
| Admin fee / account holder | $258 | $14,344-98.2% | $13,129-98.0% | $12,270-97.9% |