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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 | $9,889 | $202,342-95.1% | $172,753-94.3% | $152,909-93.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 32.91% | 1029.88%-997.0pp | 803.00%-770.1pp | 345.46%-312.6pp |
| Employer contribution / active EE | $1,775 | $5,857-69.7% | $5,144-65.5% | $4,764-62.7% |
| Participant deferral / active EE | $4,997 | $5,948-16.0% | $5,198-3.9% | $5,851-14.6% |
| Admin fee / account holder | $174 | $17,112-99.0% | $13,956-98.8% | $11,601-98.5% |