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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 | $2,921 | $228,352-98.7% | $185,835-98.4% | $158,966-98.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 30.04% | 40.81%-10.8pp | 35.96%-5.9pp | 302.95%-272.9pp |
| Employer contribution / active EE | $1,717 | $4,967-65.4% | $4,087-58.0% | $4,762-64.0% |
| Participant deferral / active EE | $1,757 | $6,416-72.6% | $5,633-68.8% | $5,983-70.6% |
| Admin fee / account holder | $114 | $11,867-99.0% | $9,502-98.8% | $11,250-99.0% |