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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 | $7,045 | $108,922-93.5% | $100,398-93.0% | $145,978-95.2% |
| Participation rate | 85.7% | 83.0%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 31.94% | 58.04%-26.1pp | 49.32%-17.4pp | 550.52%-518.6pp |
| Employer contribution / active EE | $1,731 | $4,426-60.9% | $3,946-56.1% | $4,662-62.9% |
| Participant deferral / active EE | $2,828 | $8,450-66.5% | $8,084-65.0% | $6,690-57.7% |
| Admin fee / account holder | $0 | $9,680-100.0% | $7,893-100.0% | $13,400-100.0% |