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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 | $12,896 | $112,915-88.6% | $90,965-85.8% | $158,950-91.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 30.29% | 215.75%-185.5pp | 134.57%-104.3pp | 302.91%-272.6pp |
| Employer contribution / active EE | $2,510 | $2,894-13.3% | $2,122+18.3% | $4,762-47.3% |
| Participant deferral / active EE | $4,578 | $4,128+10.9% | $3,373+35.7% | $5,983-23.5% |
| Admin fee / account holder | $2 | $8,044-100.0% | $5,960-100.0% | $11,248-100.0% |