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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 | $16,993 | $165,399-89.7% | $149,745-88.7% | $158,982-89.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 51.32% | 348.34%-297.0pp | 276.72%-225.4pp | 302.99%-251.7pp |
| Employer contribution / active EE | $7,560 | $5,105+48.1% | $4,646+62.7% | $4,763+58.7% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |